RHP
Royal Harbor Partners Portfolio holdings
AUM
$274M
1-Year Return
11.68%
This Quarter Return
-1.57%
1 Year Return
+11.68%
3 Year Return
+47.75%
5 Year Return
+101.85%
10 Year Return
–
AUM
$258M
AUM Growth
-$6.68M
(-2.5%)
Cap. Flow
+$695K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
62.51%
Holding
50
New
6
Increased
13
Reduced
20
Closed
4
Top Buys
| 1 |
Invesco Bloomberg MVP Multi-factor ETF
BMVP
|
$7.86M |
| 2 |
Capital Group Global Growth Equity ETF
CGGO
|
$6.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.66M |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
$6.32M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$6.12M |
Top Sells
Sector Composition
| 1 | Technology | 5.12% |
| 2 | Consumer Discretionary | 1.64% |
| 3 | Financials | 1.29% |
| 4 | Communication Services | 1.12% |
| 5 | Energy | 0.93% |
