RHP
Royal Harbor Partners Portfolio holdings
AUM
$274M
1-Year Return
11.68%
This Quarter Return
-4.08%
1 Year Return
+11.68%
3 Year Return
+47.75%
5 Year Return
+101.85%
10 Year Return
–
AUM
$146M
AUM Growth
-$75K
(-0.05%)
Cap. Flow
+$4.79M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
48.54%
Holding
83
New
18
Increased
15
Reduced
27
Closed
12
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$14.1M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.44M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.36M |
| 4 |
Amazon
AMZN
|
$2.78M |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$2.24M |
Top Sells
Sector Composition
| 1 | Technology | 9.17% |
| 2 | Healthcare | 7.81% |
| 3 | Financials | 4.91% |
| 4 | Energy | 3.62% |
| 5 | Consumer Discretionary | 3.33% |
