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
101
$17.6K 0.01%
184
102
$3.86K ﹤0.01%
41
103
$526 ﹤0.01%
+6
1 2 3 4
5