RF

RHS Financial Portfolio holdings

AUM $211M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$794K
3
+$654K
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$621K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$620K

Top Sells

1
+$1.02M
2
+$799K
3
+$608K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$472K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$458K

Sector Composition

1 Technology 2.74%
2 Consumer Discretionary 0.85%
3 Communication Services 0.38%
4 Healthcare 0.26%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.13%
+3,614
102
$209K 0.13%
4,080
-2,758
103
– –
-2,717
104
– –
-1,415
105
– –
-7,330
106
– –
-1,302
107
– –
-10,149
108
– –
-1,174
1 2 3 4
5