RLIM
Red Lighthouse Investment Management Portfolio holdings
AUM
$262M
This Quarter Return
+5.35%
1 Year Return
+11.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(+5.9%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
74.02%
Holding
97
New
2
Increased
7
Reduced
15
Closed
2
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$1.41M |
| 2 |
Avantis US Equity ETF
AVUS
|
$1.17M |
| 3 |
Avantis International Equity ETF
AVDE
|
$562K |
| 4 |
Avantis Real Estate ETF
AVRE
|
$312K |
| 5 |
Avantis Emerging Markets Value ETF
AVES
|
$246K |
Top Sells
| 1 |
Apple
AAPL
|
$960K |
| 2 |
Avantis Core Fixed Income ETF
AVIG
|
$286K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$247K |
| 4 |
Deere & Co
DE
|
$204K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$138K |
Sector Composition
| 1 | Technology | 11.63% |
| 2 | Financials | 1.58% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Healthcare | 0.63% |
| 5 | Energy | 0.43% |
