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
$664M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.19M
3
+$8.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.15M
5
ABBV icon
AbbVie
ABBV
+$7.56M

Top Sells

1
+$13.6M
2
+$10M
3
+$7.29M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$6.19M
5
FDX icon
FedEx
FDX
+$6.16M

Sector Composition

1 Healthcare 14.73%
2 Technology 11.71%
3 Financials 10.85%
4 Energy 8.44%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.03%
20,149
177
$217K 0.03%
8,647
-570
178
$215K 0.03%
8,353
179
$208K 0.03%
9,166
180
$207K 0.03%
2,376
-142
181
$197K 0.03%
11,288
182
– –
-8,667
183
– –
-14,266
184
– –
-80,746
185
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-14,631
186
– –
-65,317
187
– –
-21,771
188
– –
-31,232
189
– –
-76,584
190
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-2,760
191
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-6,786
192
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193
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194
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195
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196
– –
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197
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198
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199
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5 6 7
8
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