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
$109M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.81M
3
+$2.71M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.55M
5
ENB icon
Enbridge
ENB
+$934K

Top Sells

1
+$28.3M
2
+$16.2M
3
+$11.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M
5
GLD icon
SPDR Gold Trust
GLD
+$10.5M

Sector Composition

1 Technology 9.09%
2 Healthcare 5.14%
3 Financials 4.75%
4 Consumer Discretionary 4.69%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
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