LPFG

Landing Point Financial Group Portfolio holdings

AUM $201M
1-Year Est. Return 14.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.42M
3
+$791K
4
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$789K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$779K

Top Sells

1
+$1.05M
2
+$478K
3
+$334K
4
HOOD icon
Robinhood
HOOD
+$286K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$277K

Sector Composition

1 Technology 11.56%
2 Financials 2.24%
3 Industrials 2.21%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.05T
$1.09M 0.54%
3,482
-40
XOM icon
27
Exxon Mobil
XOM
$616B
$1.08M 0.54%
9,006
+870
QCOM icon
28
Qualcomm
QCOM
$146B
$1.05M 0.52%
6,144
-194
DUHP icon
29
Dimensional US High Profitability ETF
DUHP
$11.2B
$1.05M 0.52%
27,606
+66
META icon
30
Meta Platforms (Facebook)
META
$1.7T
$1.04M 0.52%
1,582
+69
NOC icon
31
Northrop Grumman
NOC
$87.4B
$963K 0.48%
1,688
-106
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$717B
$948K 0.47%
1,390
-30
MA icon
33
Mastercard
MA
$458B
$899K 0.45%
1,575
+1
AKRE
34
Akre Focus ETF
AKRE
$6.8B
$800K 0.4%
+12,211
IEFA icon
35
iShares Core MSCI EAFE ETF
IEFA
$180B
$748K 0.37%
8,365
+802
TSLA icon
36
Tesla
TSLA
$1.46T
$716K 0.36%
1,592
-60
LLY icon
37
Eli Lilly
LLY
$801B
$694K 0.35%
645
CSX icon
38
CSX Corp
CSX
$80.5B
$688K 0.34%
18,977
+35
URI icon
39
United Rentals
URI
$51.3B
$683K 0.34%
844
-10
BTC
40
Grayscale Bitcoin Mini Trust ETF
BTC
$3.31B
$681K 0.34%
+17,578
DFEV icon
41
Dimensional Emerging Markets Value ETF
DFEV
$1.74B
$680K 0.34%
20,144
-87
UNH icon
42
UnitedHealth
UNH
$317B
$659K 0.33%
1,997
+67
IJR icon
43
iShares Core S&P Small-Cap ETF
IJR
$101B
$601K 0.3%
5,005
-442
CLF icon
44
Cleveland-Cliffs
CLF
$5.29B
$564K 0.28%
42,460
-525
SHW icon
45
Sherwin-Williams
SHW
$83.4B
$515K 0.26%
1,589
-141
HD icon
46
Home Depot
HD
$346B
$514K 0.26%
1,494
-25
AVUV icon
47
Avantis US Small Cap Value ETF
AVUV
$25.5B
$476K 0.24%
4,665
-609
IBHG icon
48
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$452M
$465K 0.23%
20,811
-2,602
NFLX icon
49
Netflix
NFLX
$393B
$461K 0.23%
4,920
+310
FDX icon
50
FedEx
FDX
$93.9B
$460K 0.23%
1,592
+8
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