LCP
Larch Capital Partners Portfolio holdings
AUM
$729M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$729M
AUM Growth
–
Holding
34
Top Buys
| 1 | +$582M | |
| 2 | +$16.7M | |
| 3 | +$8.89M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$8.14M |
| 5 |
Petrobras
PBR
|
+$7.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 84.23% |
| 2 | Materials | 2.5% |
| 3 | Energy | 1.06% |
| 4 | Consumer Staples | 0.14% |
| 5 | Technology | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$118B
| $516K | 0.07% |
+9,604
|
|
||
27
iShares Floating Rate Bond ETF
FLOT
$9.24B
| $509K | 0.07% |
+10,006
|
|
||
28
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
| $419K | 0.06% |
+8,262
|
|
||
29
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.77B
| $336K | 0.05% |
+11,115
|
|
||
30
Robinhood
HOOD
$69.8B
| $280K | 0.04% |
+2,475
|
|
||
31
Vanguard FTSE Europe ETF
VGK
$32.2B
| $247K | 0.03% |
+2,951
|
|
||
32
Janus Henderson AAA CLO ETF
JAAA
$27.1B
| $232K | 0.03% |
+4,585
|
|
||
33
IBM
IBM
$222B
| $232K | 0.03% |
+782
|
|
||
34
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| $229K | 0.03% |
+554
|
|