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LA
Latitude Advisors Portfolio holdings
AUM
$218M
1-Year Est. Return
19.44%
This Fund
S&P 500
1 Year Est. Return
+19.44%
AUM
$444M
AUM Growth
+$86.1M
(+24%)
Holding
366
Top Buys
| 1 | +$16.2M | |
| 2 | +$13.1M | |
| 3 | +$13M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$7.49M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.51M |
Top Sells
| 1 | +$29.7M | |
| 2 | +$6.34M | |
| 3 | +$4.08M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.52M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.93M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Financials | 5.65% |
| 3 | Consumer Discretionary | 5.12% |
| 4 | Healthcare | 4.82% |
| 5 | Communication Services | 4.49% |