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
$162M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.76M
3
+$5.31M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.01M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.77M

Top Sells

1
+$5.15M
2
+$4.53M
3
+$3.46M
4
AMZN icon
Amazon
AMZN
+$2.78M
5
WBA
Walgreens Boots Alliance
WBA
+$1.88M

Sector Composition

1 Technology 8.81%
2 Healthcare 6.22%
3 Financials 4.38%
4 Energy 3.92%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,953
77
– –
-90,046
78
– –
-24,605
79
– –
-94,591
1 2 3
4