RAS

RPS Advisory Solutions Portfolio holdings

AUM $182M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$5.46M
2 +$3.21M
3 +$2.75M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.75M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 2.26%
3 Communication Services 1.74%
4 Financials 1.41%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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