RTL

Red Tortoise LLC Portfolio holdings

AUM $205M
1-Year Est. Return 12.51%
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$952K
2 +$683K
3 +$425K
4
URA icon
Global X Uranium ETF
URA
+$175K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$167K

Sector Composition

1 Technology 2.22%
2 Consumer Discretionary 0.75%
3 Communication Services 0.73%
4 Healthcare 0.51%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7.66K ﹤0.01%
164
277
$7.64K ﹤0.01%
103
278
$7.62K ﹤0.01%
102
279
$7.58K ﹤0.01%
52
280
$7.57K ﹤0.01%
81
281
$7.56K ﹤0.01%
52
282
$7.54K ﹤0.01%
163
283
$7.54K ﹤0.01%
94
284
$7.4K ﹤0.01%
446
285
$7.38K ﹤0.01%
42
-28
286
$7.38K ﹤0.01%
344
287
$7.29K ﹤0.01%
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$7.28K ﹤0.01%
16
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$7.23K ﹤0.01%
+97
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$7.08K ﹤0.01%
155
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$7.07K ﹤0.01%
+958
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$7.01K ﹤0.01%
255
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$6.92K ﹤0.01%
38
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$6.92K ﹤0.01%
153
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$6.91K ﹤0.01%
103
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$6.82K ﹤0.01%
145
297
$6.79K ﹤0.01%
113
+58
298
$6.78K ﹤0.01%
74
-15
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$6.77K ﹤0.01%
24
300
$6.76K ﹤0.01%
233