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LCP
Larch Capital Partners Portfolio holdings
AUM
$687M
This Fund
S&P 500
This Quarter
Est. Return
+4.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$729M
AUM Growth
–
Cap. Flow
+$702M
Cap. Flow
% of AUM
96.35%
Top 10 Holdings %
Top 10 Hldgs %
93.6%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Nu Holdings
NU
|
+$582M |
| 2 |
Vale
VALE
|
+$16.7M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$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
$121B
| $516K | 0.07% |
+9,604
| New | +$522K |
|
27
iShares Floating Rate Bond ETF
FLOT
$10B
| $509K | 0.07% |
+10,006
| New | +$510K |
|
28
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
| $419K | 0.06% |
+8,262
| New | +$419K |
|
29
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $336K | 0.05% |
+11,115
| New | +$336K |
|
30
Robinhood
HOOD
$98.6B
| $280K | 0.04% |
+2,475
| New | +$322K |
|
31
Vanguard FTSE Europe ETF
VGK
$29.8B
| $247K | 0.03% |
+2,951
| New | +$240K |
|
32
Janus Henderson AAA CLO ETF
JAAA
$29B
| $232K | 0.03% |
+4,585
| New | +$232K |
|
33
IBM
IBM
$273B
| $232K | 0.03% |
+782
| New | +$234K |
|
34
Vanguard Mega Cap Growth ETF
MGK
$33B
| $229K | 0.03% |
+2,770
| New | +$228K |
|
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