RF
RHS Financial Portfolio holdings
AUM
$176M
This Quarter Return
+5.58%
1 Year Return
+12.68%
3 Year Return
+37.96%
5 Year Return
+47.99%
10 Year Return
–
AUM
$99.4M
AUM Growth
+$99.4M
(+16%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
10.62%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
74
New
16
Increased
26
Reduced
26
Closed
1
Top Buys
| 1 |
iShares International Small Cap Equity Factor ETF
ISCF
|
$1.31M |
| 2 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
$1.12M |
| 3 |
Sprott Physical Gold
PHYS
|
$1.09M |
| 4 |
Apple
AAPL
|
$1.01M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
$961K |
Top Sells
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Consumer Discretionary | 0.91% |
| 3 | Healthcare | 0.38% |
| 4 | Communication Services | 0.35% |
| 5 | Financials | 0.29% |
