LPFG
Landing Point Financial Group Portfolio holdings
AUM
$159M
This Quarter Return
+0.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.29%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$30.8M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
$17.6M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.3M |
| 4 |
Apple
AAPL
|
$9.14M |
| 5 |
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% |
