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
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$7.29M
3 +$7.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.11%
2 Communication Services 0.76%
3 Healthcare 0.75%
4 Consumer Discretionary 0.74%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$1K ﹤0.01%
+47
502
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+442
503
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+6
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506
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507
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508
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509
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510
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511
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+30
512
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515
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517
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519
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521
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522
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523
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+672
524
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525
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+11