RHP

Royal Harbor Partners Portfolio holdings

AUM $303M
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.45M
3
+$3.25M
4
AMZN icon
Amazon
AMZN
+$2.63M
5
NVDA icon
NVIDIA
NVDA
+$1.3M

Top Sells

1
+$5.18M
2
+$4.87M
3
+$3.36M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.21M

Sector Composition

1 Technology 5.99%
2 Financials 2.48%
3 Communication Services 1.98%
4 Consumer Discretionary 1.87%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,441
52
– –
-43,382
53
– –
-29,332
54
– –
-1,061
55
– –
-135,354
1 2
3