LPFG

Landing Point Financial Group Portfolio holdings

AUM $159M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$17.6M
3
+$12.3M
4
AAPL icon
Apple
AAPL
+$9.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.6%
2 Industrials 2.88%
3 Financials 2.66%
4 Consumer Discretionary 1.79%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$683K 0.52%
+30,523
27
$660K 0.5%
+8,797
28
$639K 0.49%
+19,403
29
$561K 0.43%
+1,578
30
$493K 0.38%
+14,024
31
$481K 0.37%
+1,430
32
$477K 0.36%
+4,306
33
$466K 0.36%
+454
34
$464K 0.35%
+1,584
35
$453K 0.35%
+1,765
36
$419K 0.32%
+1,030
37
$416K 0.32%
+1,585
38
$407K 0.31%
+466
39
$385K 0.29%
+3,828
40
$379K 0.29%
+13,840
41
$370K 0.28%
+3,222
42
$346K 0.26%
+13,779
43
$342K 0.26%
+1,104
44
$334K 0.25%
+3,180
45
$325K 0.25%
+1,518
46
$320K 0.24%
+8,629
47
$319K 0.24%
+2,053
48
$311K 0.24%
+1,130
49
$288K 0.22%
+425
50
$269K 0.21%
+1,588
1
2
3