LPFG

Landing Point Financial Group Portfolio holdings

AUM $192M
1-Year Est. Return 12.69%
This Quarter Est. Return
1 Year Est. Return
+12.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$845K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.8M
3
+$826K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$663K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$610K

Top Sells

1
+$5.57M
2
+$5.45M
3
+$1.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$729K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$507K

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 Change
in Stake 		Capital Flow
26
$812K 0.62%
1,452
-14
27
$761K 0.58%
2,180
+602
28
$740K 0.56%
26,641
+12,801
29
$730K 0.55%
1,266
-57
30
$727K 0.55%
14,338
+9,316
31
$681K 0.52%
20,548
+6,524
32
$663K 0.5%
+5,698
33
$598K 0.45%
955
-24
34
$596K 0.45%
2,825
-977
35
$555K 0.42%
18,863
-540
36
$521K 0.4%
1,584
37
$499K 0.38%
1,765
38
$489K 0.37%
6,469
-2,328
39
$435K 0.33%
1,680
+250
40
$423K 0.32%
15,624
+6,294
41
$409K 0.31%
4,390
-150
42
$381K 0.29%
4,374
+1,645
43
$378K 0.29%
1,031
+1
44
$373K 0.28%
1,528
-57
45
$358K 0.27%
434
-32
46
$356K 0.27%
3,258
+36
47
$322K 0.24%
1,943
-110
48
$309K 0.23%
11,488
+4,053
49
$304K 0.23%
1,508
-10
50
$300K 0.23%
1,104
1
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3