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
51
$263K 0.2%
+2,729
52
$254K 0.19%
+5,022
53
$253K 0.19%
+1,572
54
$252K 0.19%
+1,129
55
$252K 0.19%
+570
56
$251K 0.19%
+9,330
57
$247K 0.19%
+232
58
$242K 0.18%
+12,295
59
$237K 0.18%
+3,443
60
$235K 0.18%
+2,534
61
$231K 0.18%
+2,229
62
$230K 0.18%
+496
63
$229K 0.18%
+1,197
64
$226K 0.17%
+1,230
65
$226K 0.17%
+427
66
$217K 0.17%
+705
67
$215K 0.16%
+2,720
68
$210K 0.16%
+645
69
$200K 0.15%
+7,435
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