RLIM
Red Lighthouse Investment Management Portfolio holdings
AUM
$262M
This Quarter Return
+9.11%
1 Year Return
+11.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
–
Cap. Flow
+$198M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.5%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$27.7M |
| 2 |
Avantis US Equity ETF
AVUS
|
$27M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$25.1M |
| 4 |
Avantis International Equity ETF
AVDE
|
$16.3M |
| 5 |
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% |
