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
PH icon
51
Parker-Hannifin
PH
$122B
$436K 0.22%
496
+71
DIHP icon
52
Dimensional International High Profitability ETF
DIHP
$5.44B
$427K 0.21%
13,487
-412
GS icon
53
Goldman Sachs
GS
$248B
$423K 0.21%
481
-5
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$63.2B
$392K 0.2%
3,180
CEG icon
55
Constellation Energy
CEG
$120B
$387K 0.19%
1,095
+91
WFC icon
56
Wells Fargo
WFC
$253B
$385K 0.19%
4,130
-153
ORCL icon
57
Oracle
ORCL
$445B
$375K 0.19%
1,923
+30
NDSN icon
58
Nordson
NDSN
$15.7B
$366K 0.18%
1,524
JPM icon
59
JPMorgan Chase
JPM
$792B
$360K 0.18%
1,116
+4
AMD icon
60
Advanced Micro Devices
AMD
$325B
$358K 0.18%
1,671
-355
QQQ icon
61
Invesco QQQ Trust
QQQ
$393B
$353K 0.18%
574
+109
AMAT icon
62
Applied Materials
AMAT
$275B
$344K 0.17%
1,340
-25
PPG icon
63
PPG Industries
PPG
$25B
$334K 0.17%
3,261
+1
ETN icon
64
Eaton
ETN
$138B
$332K 0.17%
1,041
-65
JNJ icon
65
Johnson & Johnson
JNJ
$577B
$291K 0.15%
1,408
-736
PGR icon
66
Progressive
PGR
$123B
$286K 0.14%
+1,256
MO icon
67
Altria Group
MO
$112B
$285K 0.14%
4,939
-214
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.08T
$272K 0.14%
541
-33
MCD icon
69
McDonald's
MCD
$233B
$272K 0.14%
889
+70
PNC icon
70
PNC Financial Services
PNC
$85.7B
$270K 0.13%
1,293
KO icon
71
Coca-Cola
KO
$331B
$270K 0.13%
3,858
-101
BA icon
72
Boeing
BA
$174B
$264K 0.13%
1,215
LOW icon
73
Lowe's Companies
LOW
$143B
$254K 0.13%
1,054
-56
SCHF icon
74
Schwab International Equity ETF
SCHF
$58.3B
$252K 0.13%
10,471
+102
PG icon
75
Procter & Gamble
PG
$358B
$236K 0.12%
1,649
-109
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3
4