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
$74.7M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.42M
2 +$1.61M
3 +$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$999K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$677K

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 0.52%
3 Communication Services 0.44%
4 Healthcare 0.42%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,340
77
-6,831
78
-1,454