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
151
$1.26M 0.14%
19,313
-3,146
152
$1.25M 0.14%
9,930
-39
153
$1.24M 0.13%
39,339
-6,410
154
$1.23M 0.13%
143,670
-23,412
155
$1.21M 0.13%
26,382
-182,783
156
$1.2M 0.13%
38,043
+755
157
$1.19M 0.13%
53,732
+1,067
158
$1.19M 0.13%
40,825
-80,342
159
$1.15M 0.13%
35,808
-43,474
160
$1.04M 0.11%
77,316
-12,599
161
$1.04M 0.11%
55,861
-9,101
162
$1.02M 0.11%
17,072
-2,782
163
$974K 0.11%
28,968
-4,602
164
$963K 0.11%
9,053
-1,447
165
$936K 0.1%
51,366
-169,754
166
$931K 0.1%
11,188
-1,823
167
$926K 0.1%
18,547
-3,022
168
$921K 0.1%
+66,252
169
$890K 0.1%
16,904
-2,754
170
$866K 0.09%
17,513
-2,853
171
$851K 0.09%
13,143
-2,142
172
$829K 0.09%
+7,314
173
$821K 0.09%
+109,393
174
$801K 0.09%
28,008
-4,563
175
$789K 0.09%
16,940
-2,760
5 6
7
8 9