LPFG
Landing Point Financial Group Portfolio holdings
AUM
$192M
1-Year Est. Return
12.69%
1 Year Est. Return
+12.69%
AUM
$192M
AUM Growth
+$33.2M
(+21%)
Holding
90
Top Buys
| 1 | +$6.02M | |
| 2 | +$5.81M | |
| 3 | +$4.07M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.2M |
| 5 |
Apple
AAPL
|
+$1.95M |
Top Sells
| 1 | +$9.34M | |
| 2 | +$524K | |
| 3 | +$508K | |
| 4 |
Progressive
PGR
|
+$471K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$390K |
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Industrials | 2.5% |
| 3 | Financials | 2.45% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Communication Services | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab International Equity ETF
SCHF
$54B
| $241K | 0.13% |
10,369
-835
|
|
||
77
General Dynamics
GD
$91.1B
| $237K | 0.12% |
+695
|
|
||
78
iShares Russell 2000 ETF
IWM
$72.7B
| $226K | 0.12% |
936
+2
|
|
||
79
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.13B
| $225K | 0.12% |
2,720
|
|
||
80
Micron Technology
MU
$267B
| $218K | 0.11% |
+1,301
|
|
||
81
Costco
COST
$397B
| $215K | 0.11% |
232
+10
|
|
||
82
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
| $211K | 0.11% |
2,221
-46
|
|
||
|
MZTI
83
The Marzetti Company
MZTI
$4.4B
| $209K | 0.11% |
1,211
+5
|
|
||
|
ORC
84
Orchid Island Capital
ORC
$1.23B
| $188K | 0.1% |
+26,750
|
|
||
|
DX
85
Dynex Capital
DX
$2.06B
| $186K | 0.1% |
+15,138
|
|
||
86
AGNC Investment
AGNC
$11.4B
| $150K | 0.08% |
+15,338
|
|
||
87
Cigna
CI
$70.9B
| – | – |
-1,584
|
|
||
88
Mercado Libre
MELI
$105B
| – | – |
-80
|
|
||
|
89
Progressive
PGR
$131B
| – | – |
-1,766
|
|
||
90
Constellation Brands
STZ
$24.8B
| – | – |
-1,320
|
|