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
176
– –
-4,776
177
– –
-137,816
178
– –
-105,665
179
– –
-565,846
180
– –
-9,379
181
– –
-1,527
182
– –
-4,880
183
– –
-41,075
184
– –
-14,587
185
– –
-76,534
186
– –
-48,828
187
– –
-10,666
188
– –
-2,356
189
– –
-17,428
190
– –
-9,772
191
– –
-751,536
192
– –
-40,415
193
– –
-2,327
194
– –
-8,543
195
– –
-29,301
196
– –
-128,392
197
– –
-152,469
198
– –
-73,138
199
– –
-7,592
200
– –
-2,236
5 6 7
8
9