2L
25 LLC Portfolio holdings
AUM
$272M
This Quarter Return
+9.55%
1 Year Return
+10.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+18%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
7.46%
Top 10 Holdings %
Top 10 Hldgs %
84.08%
Holding
46
New
10
Increased
32
Reduced
2
Closed
–
Top Buys
Top Sells
| 1 |
Home Depot
HD
|
$28.1K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$20.3K |
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Communication Services | 0.88% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Industrials | 0.47% |
| 5 | Consumer Staples | 0.19% |
