RF
RHS Financial Portfolio holdings
AUM
$205M
1-Year Est. Return
20.72%
This Fund
S&P 500
1 Year Est. Return
+20.72%
AUM
$193M
AUM Growth
+$16.7M
(+9.5%)
Holding
142
Top Buys
| 1 | +$1.61M | |
| 2 | +$890K | |
| 3 | +$792K | |
| 4 |
iShares MBS ETF
MBB
|
+$780K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$688K |
Top Sells
| 1 | +$448K | |
| 2 | +$410K | |
| 3 | +$356K | |
| 4 |
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
|
+$311K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$294K |
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Communication Services | 1.54% |
| 4 | Healthcare | 1.47% |
| 5 | Consumer Staples | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Frontdoor
FTDR
$4.46B
| $215K | 0.11% |
+3,193
|
|
||
127
Expedia Group
EXPE
$29.6B
| $212K | 0.11% |
+990
|
|
||
128
Electronic Arts
EA
$50.2B
| $210K | 0.11% |
+1,043
|
|
||
129
DXC Technology
DXC
$2.01B
| $209K | 0.11% |
15,317
-2,039
|
|
||
130
Sylvamo
SLVM
$1.58B
| $206K | 0.11% |
4,669
-22
|
|
||
131
Remitly
RELY
$3.29B
| $180K | 0.09% |
11,016
-3,972
|
|
||
132
Turkcell
TKC
$5.37B
| $131K | 0.07% |
21,735
-2,489
|
|
||
|
FINV
133
FinVolution Group
FINV
$1.52B
| $108K | 0.06% |
14,643
-1,637
|
|
||
134
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
| – | – |
-3,541
|
|
||
135
Intuit
INTU
$124B
| – | – |
-278
|
|
||
136
Kimberly-Clark
KMB
$32.5B
| – | – |
-1,618
|
|
||
137
Matsons
MATX
$4.77B
| – | – |
-2,038
|
|
||
138
ProShares UltraShort S&P500
SDS
$453M
| – | – |
-2,736
|
|
||
139
Shell
SHEL
$260B
| – | – |
-3,073
|
|
||
|
140
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.95B
| – | – |
-7,914
|
|
||
141
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$67.3M
| – | – |
-12,688
|
|
||
142
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
| – | – |
-6,337
|
|