LA

Latitude Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.04M
3
+$1.9M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.66M
5
GLD icon
SPDR Gold Trust
GLD
+$1.6M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.7M
4
BND icon
Vanguard Total Bond Market
BND
+$1.54M
5
KMLM icon
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
+$1.46M

Sector Composition

1 Technology 11.67%
2 Consumer Discretionary 4.42%
3 Healthcare 4.11%
4 Communication Services 2.78%
5 Financials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
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