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
$117M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$678K
3 +$659K
4
PHYS icon
Sprott Physical Gold
PHYS
+$467K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$339K

Sector Composition

1 Technology 3.48%
2 Consumer Discretionary 0.66%
3 Healthcare 0.51%
4 Communication Services 0.26%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,318
77
-4,164