LPFG

Landing Point Financial Group Portfolio holdings

AUM $206M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.64M
3
+$3.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.17M
5
AAPL icon
Apple
AAPL
+$1.73M

Top Sells

1
+$9.2M
2
+$524K
3
+$492K
4
PGR icon
Progressive
PGR
+$471K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$389K

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
1
$38.2M 19.89%
57,003
+6,086
2
$25.4M 13.26%
456,715
+108,058
3
$14.9M 7.77%
293,679
+24,619
4
$13.3M 6.93%
255,721
+13,761
5
$11.6M 6.05%
45,542
+7,671
6
$8.9M 4.64%
243,490
-6,107
7
$7.42M 3.87%
12,120
-331
8
$6.63M 3.45%
35,512
+5,529
9
$5.81M 3.03%
+85,667
10
$4.43M 2.31%
83,011
+16,436
11
$3.52M 1.83%
67,381
-6,910
12
$2.57M 1.34%
4,963
+826
13
$2.49M 1.3%
11,319
+5,961
14
$2.2M 1.14%
+21,900
15
$1.9M 0.99%
29,170
-143,118
16
$1.88M 0.98%
5,515
+879
17
$1.87M 0.98%
48,589
+608
18
$1.62M 0.84%
11,706
+1,586
19
$1.51M 0.79%
14,980
-3,870
20
$1.49M 0.77%
63,526
+10,456
21
$1.27M 0.66%
4,657
+1,798
22
$1.19M 0.62%
10,452
+180
23
$1.11M 0.58%
1,513
+216
24
$1.09M 0.57%
1,794
+119
25
$1.08M 0.56%
32,863
+12
1
2 3 4