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
451
$2.81K ﹤0.01%
180
452
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43
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29
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87
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373
+181
456
$2.79K ﹤0.01%
+43
457
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54
458
$2.74K ﹤0.01%
48
459
$2.74K ﹤0.01%
10
460
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275
461
$2.71K ﹤0.01%
104
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40
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22
466
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289
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$2.56K ﹤0.01%
35
470
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471
$2.54K ﹤0.01%
19
472
$2.54K ﹤0.01%
241
473
$2.54K ﹤0.01%
4
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$2.52K ﹤0.01%
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475
$2.48K ﹤0.01%
89