LCG
Lakeshore Capital Group Portfolio holdings
AUM
$124M
1-Year Est. Return
20.69%
1 Year Est. Return
+20.69%
AUM
$113M
AUM Growth
+$9.07M
(+8.7%)
Holding
80
Top Buys
| 1 | +$1.7M | |
| 2 | +$359K | |
| 3 | +$320K | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$317K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$307K |
Top Sells
| 1 | +$652K | |
| 2 | +$612K | |
| 3 | +$560K | |
| 4 |
Fidelity Corporate Bond ETF
FCOR
|
+$424K |
| 5 |
iShares US Technology ETF
IYW
|
+$383K |
Sector Composition
| 1 | Financials | 8.74% |
| 2 | Consumer Discretionary | 8.73% |
| 3 | Technology | 8.3% |
| 4 | Consumer Staples | 7.84% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core MSCI International Developed Markets ETF
IDEV
$22.3B
| $217K | 0.19% |
+2,849
|
|
||
77
iShares Core S&P Small-Cap ETF
IJR
$85B
| $201K | 0.18% |
+1,837
|
|
||
78
Ford
F
$52.6B
| $109K | 0.1% |
+10,000
|
|
||
79
iShares Core US REIT ETF
USRT
$3.16B
| – | – |
-3,923
|
|
||
80
iShares Russell 1000 ETF
IWB
$45.1B
| – | – |
-767
|
|