RHP
Royal Harbor Partners Portfolio holdings
AUM
$274M
This Quarter Return
+8.88%
1 Year Return
+11.68%
3 Year Return
+47.75%
5 Year Return
+101.85%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+12%)
Cap. Flow
+$6.13M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
50.47%
Holding
86
New
5
Increased
42
Reduced
12
Closed
8
Top Buys
| 1 |
iShares Global Equity Factor ETF
GLOF
|
$12.4M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$8.38M |
| 3 |
Alerian MLP ETF
AMLP
|
$3.55M |
| 4 |
Apple
AAPL
|
$2.07M |
| 5 |
Schlumberger
SLB
|
$1.37M |
Top Sells
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Financials | 5.68% |
| 3 | Consumer Discretionary | 5.62% |
| 4 | Healthcare | 4.64% |
| 5 | Industrials | 3.46% |
