LA
Latitude Advisors Portfolio holdings
AUM
$199M
This Quarter Return
+11.84%
1 Year Return
+16.73%
3 Year Return
+56.94%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.41%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$11.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.89M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.31M |
| 4 |
Tyler Technologies
TYL
|
$5.82M |
| 5 |
Apple
AAPL
|
$2.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Financials | 7.67% |
| 3 | Communication Services | 6.87% |
| 4 | Consumer Discretionary | 6.27% |
| 5 | Healthcare | 4.46% |
