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
$837M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.05M
3
+$3.92M
4
USB icon
US Bancorp
USB
+$3.84M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.71M

Top Sells

1
+$8.56M
2
+$8.27M
3
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.35M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.92M

Sector Composition

1 Technology 20.28%
2 Financials 15.95%
3 Communication Services 10.37%
4 Consumer Discretionary 7.38%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$549K 0.07%
7,371
152
$546K 0.07%
16,690
+6,266
153
$510K 0.06%
539
+172
154
$501K 0.06%
17,581
-1,369
155
$499K 0.06%
46,769
156
$479K 0.06%
4,609
157
$477K 0.06%
+10,932
158
$464K 0.06%
2,071
159
$456K 0.05%
82,038
160
$454K 0.05%
11,801
161
$451K 0.05%
880
162
$446K 0.05%
+7,846
163
$445K 0.05%
+4,063
164
$444K 0.05%
15,513
165
$441K 0.05%
8,969
166
$420K 0.05%
+20,903
167
$417K 0.05%
12,323
168
$415K 0.05%
5,328
169
$415K 0.05%
8,436
170
$411K 0.05%
+4,382
171
$408K 0.05%
14,703
172
$404K 0.05%
5,188
173
$393K 0.05%
7,100
174
$388K 0.05%
+10,042
175
$380K 0.05%
+1,248
5 6
7
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