LPIC
LeJeune Puetz Investment Counsel Portfolio holdings
AUM
$279M
This Quarter Return
+2.14%
1 Year Return
-4.39%
3 Year Return
+63.95%
5 Year Return
+61.1%
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.39M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.49M |
| 3 |
JPMorgan Chase
JPM
|
$3.48M |
| 4 |
Microsoft
MSFT
|
$2.83M |
| 5 |
Apple
AAPL
|
$2.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.82% |
| 2 | Technology | 10.48% |
| 3 | Financials | 9.46% |
| 4 | Industrials | 6.7% |
| 5 | Consumer Discretionary | 6.61% |
