LPFG
Landing Point Financial Group Portfolio holdings
AUM $132M
AUM
$132M
AUM Growth
+$845K (+0.6%)
Cap. Flow
+$15.3M
Cap. Flow % of AUM
11.62%
Top 10 Holdings %Top 10 Hldgs %
74.26%
Holding
75
New
6
Increased
25
Reduced
31
Closed
6
Top Buys
| 1 | $12M | |
| 2 | $6.8M | |
| 3 | $826K | |
| 4 | $663K | |
| 5 | $610K |
Top Sells
| 1 | $5.45M | |
| 2 | $1.53M | |
| 3 | $729K | |
| 4 | $507K | |
| 5 | $206K |
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Industrials | 2.66% |
| 3 | Financials | 2.56% |
| 4 | Healthcare | 1.87% |
| 5 | Consumer Discretionary | 1.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $812K | 0.62% | 1,452 -14 | -1% | -$7.83K | |||
| $761K | 0.58% | 2,180 +602 | +38% | +$210K | |||
| $740K | 0.56% | 26,641 +12,801 | +92% | +$355K | |||
| $730K | 0.55% | 1,266 -57 | -4% | -$32.9K | |||
| $727K | 0.55% | 14,338 +9,316 | +186% | +$472K | |||
| $681K | 0.52% | 20,548 +6,524 | +47% | +$216K | |||
| $663K | 0.5% | 5,698 | New | +$663K | |||
| $598K | 0.45% | 955 -24 | -2% | -$15K | |||
| $596K | 0.45% | 2,825 -977 | -26% | -$206K | |||
| $555K | 0.42% | 18,863 -540 | -3% | -$15.9K | |||
| $521K | 0.4% | 1,584 | – | – | |||
| $499K | 0.38% | 1,765 | – | – | |||
| $489K | 0.37% | 6,469 -2,328 | -26% | -$176K | |||
| $435K | 0.33% | 1,680 +250 | +17% | +$64.8K | |||
| $423K | 0.32% | 15,624 +6,294 | +67% | +$170K | |||
| $409K | 0.31% | 439 -15 | -3% | -$14K | |||
| $381K | 0.29% | 4,374 +1,645 | +60% | +$143K | |||
| $378K | 0.29% | 1,031 +1 | +0.1% | +$367 | |||
| $373K | 0.28% | 1,528 -57 | -4% | -$13.9K | |||
| $358K | 0.27% | 434 -32 | -7% | -$26.4K | |||
| $356K | 0.27% | 3,258 +36 | +1% | +$3.94K | |||
| $322K | 0.24% | 1,943 -110 | -5% | -$18.2K | |||
| $309K | 0.23% | 11,488 +4,053 | +55% | +$109K | |||
| $304K | 0.23% | 1,508 -10 | -0.7% | -$2.02K | |||
| $300K | 0.23% | 1,104 | – | – |
