RHP

Royal Harbor Partners Portfolio holdings

AUM $274M
1-Year Est. Return 11.68%
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$8.31M
2 +$8.16M
3 +$8.13M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$7.96M
5
HYBL icon
SPDR Blackstone High Income ETF
HYBL
+$7.87M

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 1.73%
3 Financials 1.28%
4 Communication Services 1.22%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-105,904
52
-138,053
53
-8,371
54
-18,071