RTL
Red Tortoise LLC Portfolio holdings
AUM
$205M
1-Year Return
12.51%
This Quarter Return
+6.9%
1 Year Return
+12.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$15.2M
(+8.3%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
52.05%
Holding
605
New
4
Increased
83
Reduced
24
Closed
12
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$257K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$228K |
| 3 |
Vanguard Total Bond Market
BND
|
$184K |
| 4 |
Home Depot
HD
|
$107K |
| 5 |
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% |
