RTL
Red Tortoise LLC Portfolio holdings
AUM
$228M
1-Year Est. Return
12.39%
1 Year Est. Return
+12.39%
AUM
$228M
AUM Growth
+$23.1M
(+11%)
Holding
627
Top Buys
| 1 | +$2.47M | |
| 2 | +$2.24M | |
| 3 | +$1.2M | |
| 4 |
iShares MSCI Agriculture Producers ETF
VEGI
|
+$981K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$786K |
Top Sells
| 1 | +$2M | |
| 2 | +$1.25M | |
| 3 | +$78.7K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$69.9K |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$57.4K |
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Communication Services | 0.91% |
| 3 | Consumer Discretionary | 0.79% |
| 4 | Materials | 0.59% |
| 5 | Financials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GMS
626
DELISTED
GMS Inc
GMS
| – | – |
-34
|
|
||
627
Helen of Troy
HELE
$439M
| – | – |
-72
|
|