LPIC
LeJeune Puetz Investment Counsel Portfolio holdings
AUM
$279M
1-Year Return
4.39%
This Quarter Return
+11.07%
1 Year Return
-4.39%
3 Year Return
+63.95%
5 Year Return
+61.1%
10 Year Return
–
AUM
$268M
AUM Growth
+$25M
(+10%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
25.79%
Holding
197
New
7
Increased
65
Reduced
34
Closed
5
Top Buys
Top Sells
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.02M |
| 2 |
Alibaba
BABA
|
$893K |
| 3 |
Baidu
BIDU
|
$679K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$633K |
| 5 |
Apple
AAPL
|
$465K |
Sector Composition
| 1 | Technology | 13.23% |
| 2 | Healthcare | 12.46% |
| 3 | Financials | 8.76% |
| 4 | Consumer Discretionary | 6.4% |
| 5 | Industrials | 5.56% |
