LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
+0.46%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$1.06B
AUM Growth
-$30.6M
(-2.8%)
Cap. Flow
-$24.5M
Cap. Flow
% of AUM
-2.31%
Top 10 Holdings %
Top 10 Hldgs %
42.91%
Holding
225
New
4
Increased
72
Reduced
126
Closed
14
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.41M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$3.2M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.11M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.5M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.75M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
+$2.6M |
| 2 |
TotalEnergies
TTE
|
+$2.58M |
| 3 |
CVS Health
CVS
|
+$2.54M |
| 4 |
Broadcom
AVGO
|
+$2.48M |
| 5 |
Apple
AAPL
|
+$2.29M |
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Healthcare | 6.75% |
| 3 | Financials | 6.48% |
| 4 | Consumer Discretionary | 5.55% |
| 5 | Consumer Staples | 5.19% |
