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
$126M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.62M
3
+$2.28M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.12M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.23M

Top Sells

1
+$1.85M
2
+$1.81M
3
+$1.57M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.25M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Sector Composition

1 Technology 2.29%
2 Consumer Discretionary 0.44%
3 Financials 0.24%
4 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.23%
67,922
-21,724
27
$1.45M 1.15%
28,933
+22,689
28
$1.32M 1.05%
54,792
+5,702
29
$1.3M 1.04%
5,432
-297
30
$1.27M 1.01%
20,010
-13,400
31
$1.24M 0.99%
52,383
-31,768
32
$1.08M 0.86%
22,006
-9,689
33
$1.07M 0.85%
8,245
+178
34
$993K 0.79%
+34,124
35
$971K 0.77%
15,756
+5,238
36
$954K 0.76%
42,737
+13,591
37
$911K 0.72%
9,819
+3,359
38
$847K 0.67%
26,692
-343
39
$844K 0.67%
13,841
+7,897
40
$768K 0.61%
27,516
-4,464
41
$761K 0.61%
+17,457
42
$756K 0.6%
+17,738
43
$750K 0.6%
28,956
-11,102
44
$742K 0.59%
32,017
-1,712
45
$677K 0.54%
29,658
-53,590
46
$646K 0.51%
9,304
+4,414
47
$638K 0.51%
10,351
-2,099
48
$628K 0.5%
20,900
-2,855
49
$628K 0.5%
16,112
-321
50
$621K 0.49%
6,407
-867
1
2
3 4