LA
Latitude Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
20.16%
This Fund
S&P 500
1 Year Est. Return
+20.16%
AUM
$219M
AUM Growth
+$20.3M
(+10%)
Holding
226
Top Buys
| 1 | +$1.59M | |
| 2 | +$1.17M | |
| 3 | +$1.1M | |
| 4 |
PMV Adaptive Risk Parity ETF
ARP
|
+$657K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$645K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$589K | |
| 3 | +$363K | |
| 4 |
Merck
MRK
|
+$344K |
| 5 |
Chevron
CVX
|
+$337K |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Consumer Discretionary | 3.73% |
| 3 | Healthcare | 3.5% |
| 4 | Communication Services | 2.75% |
| 5 | Financials | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
| – | – |
-7,213
|
|