RF
RHS Financial Portfolio holdings
AUM
$176M
This Quarter Return
-2.69%
1 Year Return
+12.68%
3 Year Return
+37.96%
5 Year Return
+47.99%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(-2.7%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
11.68%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
149
New
14
Increased
56
Reduced
59
Closed
15
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$5.99M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$5.75M |
| 3 |
Schwab International Equity ETF
SCHF
|
$2.48M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.03M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 3.73% |
| 2 | Communication Services | 0.98% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Healthcare | 0.73% |
| 5 | Consumer Staples | 0.72% |
