RHP
Royal Harbor Partners Portfolio holdings
AUM
$274M
This Quarter Return
+13.62%
1 Year Return
+11.68%
3 Year Return
+47.75%
5 Year Return
+101.85%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+12%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
45.01%
Holding
87
New
7
Increased
37
Reduced
24
Closed
2
Top Buys
| 1 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$9.1M |
| 2 |
GS ActiveBeta US Small Cap Equity ETF
GSSC
|
$4.15M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$2.34M |
| 4 |
Bank of America
BAC
|
$1.34M |
| 5 |
JPMorgan Chase
JPM
|
$1.21M |
Top Sells
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Healthcare | 7.01% |
| 3 | Financials | 6.17% |
| 4 | Communication Services | 5.29% |
| 5 | Consumer Discretionary | 5.26% |
