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
$199M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.43M
3
+$1.16M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.13M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.12M

Top Sells

1
+$3.33M
2
+$1.63M
3
+$1.25M
4
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$946K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$659K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 0.83%
3 Communication Services 0.73%
4 Healthcare 0.7%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.21%
94,992
+44,465
27
$2.31M 1.16%
70,057
+76
28
$2.22M 1.12%
55,015
+24,850
29
$2.15M 1.08%
27,579
+1,132
30
$2.12M 1.07%
101,958
+38,224
31
$2.02M 1.02%
16,851
-3,758
32
$1.93M 0.97%
22,895
-2,877
33
$1.79M 0.9%
68,856
-692
34
$1.74M 0.87%
61,677
+20,625
35
$1.67M 0.84%
26,668
+10,841
36
$1.65M 0.83%
17,233
+3,603
37
$1.64M 0.83%
17,179
-340
38
$1.53M 0.77%
26,063
+15,926
39
$1.44M 0.73%
51,302
+2,100
40
$1.43M 0.72%
166,672
-767
41
$1.4M 0.71%
57,314
+8,436
42
$1.38M 0.69%
17,262
+9,174
43
$1.34M 0.67%
10,998
-277
44
$1.16M 0.58%
+2,688
45
$1.15M 0.58%
29,940
+5,967
46
$1.12M 0.57%
+5,436
47
$1.12M 0.56%
+35,642
48
$1.09M 0.55%
22,114
+1,013
49
$1.07M 0.54%
22,789
+1,661
50
$1.07M 0.54%
18,661
+1,096
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