LA
Latitude Advisors Portfolio holdings
AUM
$199M
This Quarter Return
-3.67%
1 Year Return
+16.73%
3 Year Return
+56.94%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+11%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
15.85%
Top 10 Holdings %
Top 10 Hldgs %
39.92%
Holding
160
New
17
Increased
73
Reduced
46
Closed
12
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.58M |
| 2 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$5.38M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.17M |
| 4 |
Tyler Technologies
TYL
|
$2.76M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$1.9M |
Top Sells
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Consumer Discretionary | 4.36% |
| 3 | Healthcare | 4.33% |
| 4 | Financials | 4.07% |
| 5 | Communication Services | 3.96% |
