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
$177M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.02%
2 Communication Services 0.65%
3 Consumer Discretionary 0.64%
4 Healthcare 0.43%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$2.01K ﹤0.01%
342
477
$2K ﹤0.01%
146
478
$1.98K ﹤0.01%
60
479
$1.97K ﹤0.01%
+650
480
$1.94K ﹤0.01%
+6
481
$1.94K ﹤0.01%
+61
482
$1.91K ﹤0.01%
+216
483
$1.91K ﹤0.01%
30
484
$1.88K ﹤0.01%
+13
485
$1.85K ﹤0.01%
50
486
$1.85K ﹤0.01%
25
+1
487
$1.8K ﹤0.01%
+69
488
$1.8K ﹤0.01%
14
489
$1.79K ﹤0.01%
31
490
$1.75K ﹤0.01%
18
-194
491
$1.69K ﹤0.01%
+124
492
$1.65K ﹤0.01%
19
493
$1.64K ﹤0.01%
49
494
$1.63K ﹤0.01%
30
495
$1.62K ﹤0.01%
36
496
$1.61K ﹤0.01%
2
497
$1.59K ﹤0.01%
29
498
$1.57K ﹤0.01%
+27
499
$1.57K ﹤0.01%
+653
500
$1.55K ﹤0.01%
22