RTL
Red Tortoise LLC Portfolio holdings
AUM
$233M
1-Year Est. Return
20.33%
This Fund
S&P 500
1 Year Est. Return
+20.33%
AUM
$228M
AUM Growth
+$23.1M
(+11%)
Holding
627
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.23M | |
| 3 | +$1.07M | |
| 4 |
iShares MSCI Agriculture Producers ETF
VEGI
|
+$1.01M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$771K |
Top Sells
| 1 | +$1.96M | |
| 2 | +$1.25M | |
| 3 | +$78.1K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$66.3K |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$56.2K |
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 | |
|---|---|---|---|---|---|---|
|
OXLC
626
Oxford Lane Capital
OXLC
$975M
| – | – |
-1,039
|
|
||
627
Coty
COTY
$1.8B
| – | – |
-436
|
|