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
51
$462K 0.38%
+4,600
52
$410K 0.34%
4,027
53
$406K 0.33%
2,833
54
$393K 0.32%
1,761
-36
55
$380K 0.31%
9,124
+1,014
56
$359K 0.3%
3,680
-1,198
57
$338K 0.28%
+878
58
$328K 0.27%
10,971
+4,694
59
$327K 0.27%
26,441
+3,068
60
$319K 0.26%
+1,290
61
$315K 0.26%
6,286
+1,164
62
$313K 0.26%
+13,445
63
$305K 0.25%
2,864
-1,571
64
$304K 0.25%
+2,865
65
$302K 0.25%
10,939
-3,071
66
$301K 0.25%
12,600
-32,730
67
$297K 0.24%
9,303
-5,243
68
$283K 0.23%
+2,600
69
$271K 0.22%
+12,636
70
$262K 0.22%
+960
71
$256K 0.21%
3,664
-544
72
$239K 0.2%
2,391
-8,053
73
$239K 0.2%
2,279
-161
74
$232K 0.19%
1,318
-334
75
$226K 0.19%
1,716
-189
1 2
3
4