LPIC

LeJeune Puetz Investment Counsel Portfolio holdings

AUM $279M
1-Year Est. Return 4.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$873K
3 +$666K
4
BIDU icon
Baidu
BIDU
+$331K
5
BBWI icon
Bath & Body Works
BBWI
+$196K

Top Sells

1 +$407K
2 +$179K
3 +$170K
4
ABBV icon
AbbVie
ABBV
+$114K
5
MCD icon
McDonald's
MCD
+$109K

Sector Composition

1 Technology 11.99%
2 Healthcare 10.61%
3 Financials 8.36%
4 Consumer Discretionary 7.7%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-980