LG

Leuthold Group Portfolio holdings

AUM $837M
1-Year Est. Return 28.29%
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$917M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$8.37M
3
+$8.32M
4
MCO icon
Moody's
MCO
+$8.29M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.06M

Top Sells

1
+$11.3M
2
+$9.42M
3
+$8.52M
4
LEN icon
Lennar Class A
LEN
+$8.41M
5
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$8.1M

Sector Composition

1 Financials 20.54%
2 Industrials 15.09%
3 Healthcare 12.11%
4 Technology 9.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.54M 0.71%
47,035
+933
52
$6.49M 0.71%
137,459
-4,319
53
$6.27M 0.68%
141,538
+2,815
54
$6.12M 0.67%
74,650
-617
55
$6.01M 0.66%
139,982
-4,006
56
$5.98M 0.65%
48,782
+972
57
$5.91M 0.64%
104,838
-1,856
58
$5.79M 0.63%
71,069
-451
59
$5.76M 0.63%
88,150
-1,926
60
$5.74M 0.63%
186,336
+75,706
61
$5.65M 0.62%
267,313
-7,688
62
$5.49M 0.6%
60,059
+47,793
63
$5.31M 0.58%
175,785
-18,974
64
$5.19M 0.57%
101,651
+2,020
65
$5.18M 0.56%
162,971
+3,580
66
$5.17M 0.56%
28,252
+558
67
$5.17M 0.56%
114,114
+2,269
68
$5.15M 0.56%
282,345
+5,595
69
$5.12M 0.56%
31,406
+624
70
$5.11M 0.56%
107,982
+75,684
71
$5.09M 0.55%
77,910
+1,547
72
$5.02M 0.55%
6,297
+64
73
$4.98M 0.54%
36,316
+720
74
$4.96M 0.54%
89,365
-3,431
75
$4.74M 0.52%
+264,686
1 2
3
4 5