RF
RHS Financial Portfolio holdings
AUM
$193M
1-Year Est. Return
14.53%
1 Year Est. Return
+14.53%
AUM
$176M
AUM Growth
-$2.27M
(-1.3%)
Holding
152
Top Buys
| 1 | +$2.17M | |
| 2 | +$2.16M | |
| 3 | +$1.32M | |
| 4 |
Amazon
AMZN
|
+$1.11M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$900K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$2.16M | |
| 3 | +$2.12M | |
| 4 |
iShares International Small Cap Equity Factor ETF
ISCF
|
+$1.56M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.44M |
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Healthcare | 1.37% |
| 4 | Communication Services | 1.23% |
| 5 | Consumer Staples | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares US Technology ETF
IYW
$20.8B
| – | – |
-3,848
|
|
||
152
iShares National Muni Bond ETF
MUB
$41.5B
| – | – |
-3,129
|
|