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
301
$6.64K ﹤0.01%
408
302
$6.6K ﹤0.01%
91
303
$6.59K ﹤0.01%
84
304
$6.55K ﹤0.01%
83
305
$6.52K ﹤0.01%
24
306
$6.51K ﹤0.01%
54
307
$6.38K ﹤0.01%
69
308
$6.35K ﹤0.01%
60
+30
309
$6.34K ﹤0.01%
177
+120
310
$6.32K ﹤0.01%
37
311
$6.31K ﹤0.01%
266
312
$6.26K ﹤0.01%
169
313
$6.25K ﹤0.01%
94
314
$6.23K ﹤0.01%
17
315
$6.22K ﹤0.01%
32
316
$6.19K ﹤0.01%
88
317
$6.15K ﹤0.01%
674
318
$6.14K ﹤0.01%
+400
319
$6.04K ﹤0.01%
120
320
$5.9K ﹤0.01%
+24
321
$5.87K ﹤0.01%
93
322
$5.78K ﹤0.01%
160
323
$5.73K ﹤0.01%
39
324
$5.71K ﹤0.01%
148
325
$5.6K ﹤0.01%
+63