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
326
$6.38K ﹤0.01%
46
327
$6.33K ﹤0.01%
170
328
$6.2K ﹤0.01%
95
329
$6.2K ﹤0.01%
7
330
$6.14K ﹤0.01%
32
331
$6.05K ﹤0.01%
51
332
$6.04K ﹤0.01%
120
333
$6.03K ﹤0.01%
+167
334
$6K ﹤0.01%
446
335
$6K ﹤0.01%
226
336
$5.99K ﹤0.01%
408
337
$5.83K ﹤0.01%
169
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$5.72K ﹤0.01%
188
339
$5.71K ﹤0.01%
24
340
$5.68K ﹤0.01%
996
+456
341
$5.55K ﹤0.01%
62
342
$5.52K ﹤0.01%
3
343
$5.52K ﹤0.01%
94
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$5.43K ﹤0.01%
28
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$5.42K ﹤0.01%
70
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$5.42K ﹤0.01%
176
347
$5.4K ﹤0.01%
12
348
$5.29K ﹤0.01%
148
349
$5.14K ﹤0.01%
674
350
$5.1K ﹤0.01%
100