LCG
Lakeshore Capital Group Portfolio holdings
AUM
$123M
1-Year Est. Return
17.15%
This Fund
S&P 500
1 Year Est. Return
+17.15%
AUM
$123M
AUM Growth
-$2.46M
(-2%)
Holding
78
Top Buys
| 1 | +$719K | |
| 2 | +$529K | |
| 3 | +$379K | |
| 4 |
GARP
iShares MSCI USA Quality GARP ETF
GARP
|
+$235K |
| 5 |
Occidental Petroleum
OXY
|
+$226K |
Top Sells
| 1 | +$780K | |
| 2 | +$373K | |
| 3 | +$328K | |
| 4 |
Ford
F
|
+$134K |
| 5 |
iShares US Technology ETF
IYW
|
+$36.3K |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Consumer Discretionary | 8.51% |
| 3 | Financials | 8.31% |
| 4 | Consumer Staples | 7.66% |
| 5 | Communication Services | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P Small-Cap ETF
IJR
$104B
| $235K | 0.19% |
1,890
|
|
||
77
Intel
INTC
$576B
| – | – |
-21,142
|
|
||
|
78
Ford
F
$69.5B
| – | – |
-10,242
|
|