LA
Latitude Advisors Portfolio holdings
AUM
$199M
This Quarter Return
+4.78%
1 Year Return
+16.73%
3 Year Return
+56.94%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+10%)
Cap. Flow
+$7.2M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
42.69%
Holding
171
New
23
Increased
49
Reduced
79
Closed
12
Top Buys
| 1 |
PMV Adaptive Risk Parity ETF
ARP
|
$20M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.88M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.12M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Healthcare | 4.26% |
| 3 | Financials | 4.13% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Communication Services | 3.61% |
