RF

RHS Financial Portfolio holdings

AUM $193M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.17M
3
+$1.07M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$999K

Top Sells

1
+$1.8M
2
+$1.26M
3
+$1M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$934K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$916K

Sector Composition

1 Technology 2.75%
2 Consumer Discretionary 0.51%
3 Communication Services 0.23%
4 Financials 0.22%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.38%
23,922
-17,953
27
$1.51M 1.24%
5,871
-110
28
$1.37M 1.12%
60,478
+37,764
29
$1.32M 1.08%
20,821
-7,022
30
$1.28M 1.05%
42,054
-21,188
31
$1.24M 1.02%
9,077
-33
32
$1.2M 0.99%
41,680
-34,859
33
$1.12M 0.92%
45,638
+6,882
34
$1.08M 0.89%
33,495
+9,582
35
$1.03M 0.85%
30,236
-15,769
36
$1.01M 0.83%
46,239
-5,022
37
$999K 0.82%
+32,277
38
$929K 0.76%
9,162
+494
39
$898K 0.74%
32,640
-14,654
40
$827K 0.68%
21,821
+7,409
41
$822K 0.68%
16,254
+9,119
42
$779K 0.64%
42,013
+32,624
43
$677K 0.56%
7,485
-1,411
44
$653K 0.54%
12,819
-4,014
45
$581K 0.48%
26,207
+2,983
46
$533K 0.44%
1,900
-10
47
$531K 0.44%
+29,142
48
$501K 0.41%
+4,486
49
$497K 0.41%
8,442
+2,327
50
$475K 0.39%
10,937
+1,523
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