RTL

Red Tortoise LLC Portfolio holdings

AUM $228M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$952K
2 +$683K
3 +$425K
4
URA icon
Global X Uranium ETF
URA
+$175K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$167K

Sector Composition

1 Technology 2.22%
2 Consumer Discretionary 0.75%
3 Communication Services 0.73%
4 Healthcare 0.51%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$19.5K 0.01%
365
152
$19.5K 0.01%
336
153
$19.2K 0.01%
444
154
$19.1K 0.01%
121
-24
155
$18.4K 0.01%
+466
156
$18.3K 0.01%
509
157
$17.8K 0.01%
189
+1
158
$17.7K 0.01%
+498
159
$17.7K 0.01%
2,340
160
$17.6K 0.01%
1,001
161
$17.5K 0.01%
+170
162
$17.3K 0.01%
300
163
$17.2K 0.01%
14
164
$17K 0.01%
280
165
$16.9K 0.01%
67
+50
166
$16.5K 0.01%
382
+284
167
$16.3K 0.01%
35
168
$16.2K 0.01%
34
169
$16.1K 0.01%
+54
170
$16.1K 0.01%
+1,152
171
$15.8K 0.01%
40
172
$15.7K 0.01%
214
173
$15.7K 0.01%
214
174
$15.7K 0.01%
119
+94
175
$15.6K 0.01%
79