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
$249M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$208K
3
+$207K
4
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$150K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$142K

Top Sells

1
+$1.42M
2
+$600K
3
+$472K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$155K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$133K

Sector Composition

1 Technology 10.06%
2 Financials 1.84%
3 Consumer Discretionary 0.7%
4 Healthcare 0.5%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$138K 0.06%
5,581
77
$130K 0.05%
387
-118
78
$129K 0.05%
3,743
79
$114K 0.05%
4,398
80
$105K 0.04%
14,950
81
$96.9K 0.04%
2,879
82
$91.4K 0.04%
1,590
83
$86.1K 0.03%
1,512
+467
84
$78.1K 0.03%
727
85
$77.2K 0.03%
1,831
86
$76.5K 0.03%
1,095
+72
87
$73K 0.03%
1,423
88
$65.7K 0.03%
191
89
$64.1K 0.03%
334
90
$60.6K 0.02%
2,373
91
$57.3K 0.02%
239
92
$54.8K 0.02%
1,116
+151
93
$46.3K 0.02%
1,000
94
$39K 0.02%
666
95
$38.4K 0.02%
428
-260
96
$35.1K 0.01%
200
97
$31.9K 0.01%
+540
98
$30.8K 0.01%
955
99
$30.5K 0.01%
222
100
$25.6K 0.01%
351
1 2 3
4
5