RHP

Royal Harbor Partners Portfolio holdings

AUM $295M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.1M
3
+$9.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.18M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$8.1M

Top Sells

1
+$13.5M
2
+$9.29M
3
+$7.91M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$7.9M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.61M

Sector Composition

1 Technology 5.94%
2 Consumer Discretionary 1.89%
3 Communication Services 1.4%
4 Financials 1.34%
5 Energy 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-384
52
– –
-34,991
1 2
3