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
$137M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.4M
3
+$1.2M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.01M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$824K

Top Sells

1
+$1.34M
2
+$1.23M
3
+$986K
4
BHK icon
BlackRock Core Bond Trust
BHK
+$869K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$768K

Sector Composition

1 Technology 4.87%
2 Consumer Discretionary 0.72%
3 Healthcare 0.53%
4 Financials 0.38%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.46%
3,880
+620
52
$573K 0.42%
12,536
-3,450
53
$571K 0.42%
1,058
-66
54
$568K 0.41%
1,958
55
$520K 0.38%
20,209
+4,074
56
$481K 0.35%
3,310
-10
57
$480K 0.35%
9,500
-367
58
$448K 0.33%
4,336
-409
59
$435K 0.32%
2,833
60
$413K 0.3%
+3,876
61
$403K 0.29%
4,621
-239
62
$402K 0.29%
9,724
63
$373K 0.27%
1,706
+87
64
$368K 0.27%
+3,399
65
$353K 0.26%
1,463
-3
66
$348K 0.25%
2,600
-740
67
$331K 0.24%
+12,396
68
$327K 0.24%
+12,636
69
$323K 0.24%
1,185
70
$320K 0.23%
12,162
+1,178
71
$317K 0.23%
2,728
+272
72
$304K 0.22%
12,136
-472
73
$300K 0.22%
5,902
-536
74
$294K 0.21%
+2,002
75
$289K 0.21%
1,262
1 2
3
4