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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.9M
3
+$5.22M
4
OMC icon
Omnicom Group
OMC
+$5M
5
OKTA icon
Okta
OKTA
+$4.97M

Top Sells

1
+$7.96M
2
+$7.09M
3
+$6.84M
4
BP icon
BP
BP
+$6.83M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$6.02M

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 13.28%
3 Healthcare 8.53%
4 Industrials 8.34%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.04%
80,619
177
$296K 0.04%
+16,472
178
$295K 0.04%
95,993
179
$290K 0.04%
5,395
-38,977
180
$278K 0.04%
17,727
181
$272K 0.04%
5,160
182
$257K 0.03%
7,681
183
$246K 0.03%
5,665
184
$242K 0.03%
+5,233
185
$236K 0.03%
+2,443
186
$233K 0.03%
2,245
187
$233K 0.03%
+8,722
188
$228K 0.03%
52,350
189
$227K 0.03%
1,493
-340
190
$225K 0.03%
6,300
191
$223K 0.03%
28,393
192
$218K 0.03%
+6,960
193
$217K 0.03%
+14,894
194
$210K 0.03%
6,433
195
$204K 0.03%
+2,760
196
$203K 0.03%
+2,459
197
$202K 0.03%
+48,517
198
$201K 0.03%
6,213
-1,415
199
$200K 0.03%
4,353
200
– –
-49,973
6 7
8
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