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
176
$779K 0.08%
75,457
-153,636
177
$767K 0.08%
28,257
-4,605
178
$679K 0.07%
+589,374
179
$647K 0.07%
14,265
-2,323
180
$594K 0.06%
21,722
-3,539
181
$576K 0.06%
9,034
-1,471
182
$524K 0.06%
34,395
-130,301
183
$504K 0.06%
4,888
-797
184
$495K 0.05%
52,373
-8,532
185
$459K 0.05%
15,020
186
$434K 0.05%
12,218
-1,990
187
$432K 0.05%
15,288
-2,492
188
$386K 0.04%
5,704
-929
189
$294K 0.03%
+3,718
190
$279K 0.03%
10,984
191
$244K 0.03%
27,030
192
$224K 0.02%
+8,557
193
$216K 0.02%
25,433
194
$158K 0.02%
12,267
195
$135K 0.01%
23,100
196
$93K 0.01%
14,300
197
$93K 0.01%
23,722
198
– –
-176,466
199
– –
-48,664
200
– –
-65,565
5 6 7
8
9