LG

Leuthold Group Portfolio holdings

AUM $926M
1-Year Est. Return 37.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$900M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$5.35M
3
+$4.83M
4
MTBA icon
Simplify MBS ETF
MTBA
+$4.49M
5
CFG icon
Citizens Financial Group
CFG
+$4.1M

Top Sells

1
+$5.67M
2
+$5.42M
3
+$5.4M
4
CSCO icon
Cisco
CSCO
+$5.02M
5
LRCX icon
Lam Research
LRCX
+$4.51M

Sector Composition

1 Financials 16.87%
2 Technology 16.08%
3 Consumer Discretionary 12.08%
4 Communication Services 8.49%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.04%
2,904
-47
152
$363K 0.04%
86,838
-2,093
153
$358K 0.04%
2,747
-66
154
$353K 0.04%
2,879
-67
155
$350K 0.04%
3,326
-78
156
$335K 0.04%
4,235
-98
157
$331K 0.04%
+1,171
158
$315K 0.04%
10,383
-251
159
$315K 0.04%
+13,985
160
$312K 0.03%
25,689
-620
161
$305K 0.03%
+21,152
162
$283K 0.03%
11,551
-279
163
$278K 0.03%
4,645
-109
164
$276K 0.03%
+720
165
$265K 0.03%
8,662
-3,172
166
$263K 0.03%
+2,408
167
$262K 0.03%
7,524
-120
168
$247K 0.03%
3,939
-95
169
$238K 0.03%
1,328
170
$231K 0.03%
1,931
171
$219K 0.02%
5,867
172
$114K 0.01%
11,967
-281
173
– –
-21,663
174
– –
-1,139
175
– –
-16,620
5 6
7
8 9