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
51
$1.07M 0.54%
+5,751
52
$1.07M 0.54%
22,351
-903
53
$1.07M 0.54%
+2,189
54
$1.02M 0.52%
16,759
+1,882
55
$1M 0.5%
20,138
+3,614
56
$972K 0.49%
25,488
-3,134
57
$969K 0.49%
+2,525
58
$956K 0.48%
9,007
-414
59
$920K 0.46%
+6,066
60
$881K 0.44%
8,698
+46
61
$819K 0.41%
+6,521
62
$791K 0.4%
33,750
+3,652
63
$759K 0.38%
28,290
-1,472
64
$740K 0.37%
+2,673
65
$708K 0.36%
24,268
+3,181
66
$690K 0.35%
11,477
-1,211
67
$684K 0.34%
+4,125
68
$660K 0.33%
8,601
+88
69
$649K 0.33%
+6,028
70
$647K 0.33%
6,382
-2,213
71
$633K 0.32%
17,381
-883
72
$611K 0.31%
+15,400
73
$591K 0.3%
+5,403
74
$589K 0.3%
+1,199
75
$533K 0.27%
+9,000
1 2
3
4 5