RLIM
Red Lighthouse Investment Management Portfolio holdings
AUM
$262M
This Quarter Return
+5.48%
1 Year Return
+11.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+4.2%)
Cap. Flow
-$1.81M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
73.01%
Holding
103
New
5
Increased
32
Reduced
16
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$243K |
| 2 |
Avantis International Equity ETF
AVDE
|
$208K |
| 3 |
Bank of America
BAC
|
$207K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$204K |
| 5 |
Avantis Emerging Markets Value ETF
AVES
|
$150K |
Top Sells
Sector Composition
| 1 | Technology | 10.06% |
| 2 | Financials | 1.84% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Healthcare | 0.5% |
| 5 | Consumer Staples | 0.41% |
