RLIM
Red Lighthouse Investment Management Portfolio holdings
AUM
$262M
This Quarter Return
+6.26%
1 Year Return
+11.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+4.2%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
73.32%
Holding
99
New
3
Increased
7
Reduced
21
Closed
4
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$1.05M |
| 2 |
Advanced Micro Devices
AMD
|
$240K |
| 3 |
Prime Medicine
PRME
|
$184K |
| 4 |
Dimensional Emerging Markets Value ETF
DFEV
|
$88.2K |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
$42.8K |
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$678K |
| 2 |
Avantis Core Fixed Income ETF
AVIG
|
$475K |
| 3 |
Honeywell
HON
|
$374K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$336K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$278K |
Sector Composition
| 1 | Technology | 10.94% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 0.65% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Energy | 0.47% |
