RLIM

Red Lighthouse Investment Management Portfolio holdings

AUM $262M
1-Year Est. Return 11.45%
This Quarter Est. Return
1 Year Est. Return
+11.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$27M
3 +$25.1M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$16.3M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.09%
2 Financials 1.81%
3 Healthcare 0.76%
4 Consumer Discretionary 0.61%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$81.7K 0.04%
+3,657
77
$78.2K 0.04%
+1,590
78
$77.4K 0.04%
+727
79
$75.7K 0.04%
+1,831
80
$70.9K 0.04%
+1,423
81
$55K 0.03%
+1,980
82
$53K 0.03%
+334
83
$47.8K 0.02%
+1,016
84
$45.9K 0.02%
+1,000
85
$41.6K 0.02%
+239
86
$40.7K 0.02%
+191
87
$40.6K 0.02%
+774
88
$39.4K 0.02%
+300
89
$35K 0.02%
+666
90
$34.1K 0.02%
+1,398
91
$29.9K 0.02%
+701
92
$26.9K 0.01%
+955
93
$26.6K 0.01%
+200
94
$22.6K 0.01%
+351
95
$13.9K 0.01%
+184
96
$3.57K ﹤0.01%
+41