LBC

Leigh Baldwin & Co Portfolio holdings

AUM $178M
1-Year Est. Return 22.54%
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.32M
3
+$1.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$930K

Top Sells

1
+$692K
2
+$458K
3
+$430K
4
AAPL icon
Apple
AAPL
+$398K
5
XOM icon
Exxon Mobil
XOM
+$387K

Sector Composition

1 Technology 13.46%
2 Healthcare 9.48%
3 Financials 6.61%
4 Consumer Discretionary 5.4%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,200
177
– –
-3,959
178
– –
-712
4 5 6 7
8