LI
Latigo Investments Portfolio holdings
AUM
$194M
1-Year Return
13.51%
This Quarter Return
-4.05%
1 Year Return
+13.51%
3 Year Return
+45.31%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$1.28M
(+0.79%)
Cap. Flow
+$7.95M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
74.87%
Holding
19
New
1
Increased
5
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$8.25M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$77.5K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$58.3K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$58.2K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$22.3K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$529K |
