RF
RHS Financial Portfolio holdings
AUM
$205M
1-Year Est. Return
20.75%
This Fund
S&P 500
1 Year Est. Return
+20.75%
AUM
$205M
AUM Growth
+$12.1M
(+6.3%)
Holding
153
Top Buys
| 1 | +$4.78M | |
| 2 | +$1.19M | |
| 3 | +$786K | |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$764K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$738K |
Top Sells
| 1 | +$781K | |
| 2 | +$703K | |
| 3 | +$684K | |
| 4 |
iShares International Small Cap Equity Factor ETF
ISCF
|
+$652K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$603K |
Sector Composition
| 1 | Technology | 5.11% |
| 2 | Healthcare | 1.75% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Communication Services | 1.68% |
| 5 | Consumer Staples | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.07B
| – | – |
-16,253
|
|
||
152
Ubiquiti
UI
$33.4B
| – | – |
-614
|
|
||
153
Vanguard Small-Cap ETF
VB
$72.2B
| – | – |
-868
|
|