RHP
Royal Harbor Partners Portfolio holdings
AUM
$295M
1-Year Est. Return
12.34%
1 Year Est. Return
+12.34%
AUM
$274M
AUM Growth
+$15.4M
(+6%)
Holding
53
Top Buys
| 1 | +$15.4M | |
| 2 | +$6.88M | |
| 3 | +$6.41M | |
| 4 |
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
|
+$4.42M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$4.22M |
Top Sells
| 1 | +$7.97M | |
| 2 | +$7.51M | |
| 3 | +$7.37M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$6.12M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.31M |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Consumer Discretionary | 1.68% |
| 3 | Financials | 1.42% |
| 4 | Communication Services | 1.19% |
| 5 | Energy | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| – | – |
-54,995
|
|
||
|
52
iShares Russell 1000 ETF
IWB
$45.1B
| – | – |
-19,958
|
|
||
53
PepsiCo
PEP
$199B
| – | – |
-1,361
|
|