LI
Latigo Investments Portfolio holdings
AUM
$194M
1-Year Return
13.51%
This Quarter Return
+7.02%
1 Year Return
+13.51%
3 Year Return
+45.31%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$14M
(+7.7%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
74.4%
Holding
20
New
1
Increased
6
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelis Insurance
FIHL
|
+$2.34M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$89.4K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$58.1K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$43K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$21K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.2% |
