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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.4M
3
+$10.1M
4
DG icon
Dollar General
DG
+$8.66M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$23.2M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.81M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$307K 0.03%
+1,492
202
$281K 0.03%
+2,442
203
$207K 0.02%
5,075
204
$201K 0.02%
8,866
-146,782
205
$198K 0.02%
12,073
206
$135K 0.01%
14,300
207
$118K 0.01%
10,258
208
$106K 0.01%
12,267
209
– –
-65,536
210
– –
-19,671
211
– –
-98,234
212
– –
-99,377
213
– –
-48,641
214
– –
-25,855
215
– –
-102,840
216
– –
-183,667
217
– –
-12,296
218
– –
-524,792
219
– –
-97,464
220
– –
-41,047
221
– –
-34,784
222
– –
-50,657
223
– –
-269,770
224
– –
-173,530
225
– –
-330,945
6 7 8
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