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
$199M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$632K
3 +$260K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$215K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$154K

Top Sells

1 +$257K
2 +$228K
3 +$184K
4
HD icon
Home Depot
HD
+$107K
5
BABA icon
Alibaba
BABA
+$28.8K

Sector Composition

1 Technology 2.37%
2 Consumer Discretionary 1.62%
3 Communication Services 0.84%
4 Financials 0.54%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$23K 0.01%
121
152
$22.3K 0.01%
144
153
$22.2K 0.01%
169
154
$21.9K 0.01%
149
+28
155
$21.8K 0.01%
160
+2
156
$21.7K 0.01%
110
157
$21.4K 0.01%
592
158
$21.2K 0.01%
91
+1
159
$21.1K 0.01%
252
160
$20.9K 0.01%
54
161
$20.6K 0.01%
198
162
$20K 0.01%
14
163
$19.9K 0.01%
280
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$19.8K 0.01%
190
+1
165
$19.6K 0.01%
509
166
$19.5K 0.01%
300
167
$19.3K 0.01%
312
168
$19.2K 0.01%
385
+1
169
$19K 0.01%
63
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170
$19K 0.01%
336
171
$18.3K 0.01%
170
172
$18.2K 0.01%
79
173
$17.9K 0.01%
506
+4
174
$17.3K 0.01%
415
175
$17.3K 0.01%
1,178
+13