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
$146M
AUM Growth
-$75K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.44M
3
+$4.36M
4
AMZN icon
Amazon
AMZN
+$2.78M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.24M

Top Sells

1
+$9.42M
2
+$6.85M
3
+$3.5M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.94M

Sector Composition

1 Technology 9.17%
2 Healthcare 7.81%
3 Financials 4.91%
4 Energy 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-62,249
77
– –
-923
78
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-3,491
79
– –
-20,551
80
– –
-59,772
81
– –
-34,471
82
– –
-6,095
83
– –
-50,015
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4