LI
Latigo Investments Portfolio holdings
AUM
$194M
1-Year Return
13.51%
This Quarter Return
-7.14%
1 Year Return
+13.51%
3 Year Return
+45.31%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
-$1.71M
(-1.4%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
83.71%
Holding
18
New
2
Increased
7
Reduced
1
Closed
2
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$7.26M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$4.52M |
| 3 |
Vanguard Growth ETF
VUG
|
+$4.08M |
| 4 |
iShares MSCI China ETF
MCHI
|
+$1.53M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.29M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.17M |
| 2 |
Vanguard Value ETF
VTV
|
+$4.93M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$1.33M |
