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
$256M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$590K
3
+$230K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$201K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$150K

Top Sells

1
+$241K
2
+$220K
3
+$212K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$128K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$73.6K

Sector Composition

1 Technology 11.83%
2 Financials 1.97%
3 Healthcare 0.86%
4 Consumer Discretionary 0.71%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.3K 0.01%
222
102
$26.9K 0.01%
351
103
$22.1K 0.01%
110
104
$19.1K 0.01%
184
105
$6.3K ﹤0.01%
+52
106
– –
-1,000
1 2 3 4
5