RTL
Red Tortoise LLC Portfolio holdings
AUM
$205M
This Quarter Return
-4.03%
1 Year Return
+12.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-6.3%)
Cap. Flow
-$3.43M
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
52.58%
Holding
609
New
50
Increased
98
Reduced
48
Closed
48
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Communication Services | 0.71% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Healthcare | 0.49% |
| 5 | Financials | 0.43% |