RTL

Red Tortoise LLC Portfolio holdings

AUM $228M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$632K
3 +$260K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$215K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$154K

Top Sells

1 +$257K
2 +$228K
3 +$184K
4
HD icon
Home Depot
HD
+$107K
5
BABA icon
Alibaba
BABA
+$28.8K

Sector Composition

1 Technology 2.37%
2 Consumer Discretionary 1.62%
3 Communication Services 0.84%
4 Financials 0.54%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9.69K ﹤0.01%
487
252
$9.68K ﹤0.01%
42
253
$9.65K ﹤0.01%
161
254
$9.64K ﹤0.01%
621
255
$9.64K ﹤0.01%
225
256
$9.63K ﹤0.01%
172
257
$9.59K ﹤0.01%
43
258
$9.59K ﹤0.01%
148
259
$9.49K ﹤0.01%
238
260
$9.46K ﹤0.01%
177
261
$9.45K ﹤0.01%
3
262
$9.37K ﹤0.01%
184
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$9.35K ﹤0.01%
16
264
$9.26K ﹤0.01%
52
265
$9.25K ﹤0.01%
113
266
$9.24K ﹤0.01%
29
267
$9.23K ﹤0.01%
654
268
$9.18K ﹤0.01%
36
269
$9.12K ﹤0.01%
391
270
$9.06K ﹤0.01%
114
271
$9.04K ﹤0.01%
102
272
$8.95K ﹤0.01%
255
273
$8.94K ﹤0.01%
155
274
$8.93K ﹤0.01%
164
275
$8.89K ﹤0.01%
78