RHP
Royal Harbor Partners Portfolio holdings
AUM
$274M
This Quarter Return
+5.53%
1 Year Return
+11.68%
3 Year Return
+47.75%
5 Year Return
+101.85%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+15%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
10.4%
Top 10 Holdings %
Top 10 Hldgs %
51.22%
Holding
87
New
18
Increased
18
Reduced
22
Closed
12
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$12.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$9.39M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$9.32M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.03M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$6.67M |
Top Sells
Sector Composition
| 1 | Technology | 6.31% |
| 2 | Healthcare | 2.35% |
| 3 | Industrials | 1.93% |
| 4 | Financials | 1.66% |
| 5 | Energy | 1.57% |
