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
1
$54.6M 5.95%
1,957,738
-108,202
2
$28.7M 3.13%
262,468
-53,633
3
$21M 2.29%
128,845
-46,515
4
$14.4M 1.57%
232,563
-32,302
5
$13.8M 1.51%
165,885
-1,406
6
$13.8M 1.5%
69,747
-806
7
$12.9M 1.4%
264,669
-6,302
8
$12.4M 1.36%
119,996
+2,380
9
$12.3M 1.34%
252,630
+124,672
10
$11.9M 1.29%
144,162
+2,862
11
$11.8M 1.29%
101,250
-1,604
12
$11.8M 1.28%
139,661
+2,779
13
$11.4M 1.25%
133,427
+2,650
14
$10.4M 1.14%
455,331
-2,120
15
$10.4M 1.14%
155,103
-2,769
16
$9.77M 1.07%
119,192
-15,861
17
$9.63M 1.05%
214,866
+4,270
18
$9.31M 1.02%
223,655
-928
19
$9.18M 1%
78,805
+1,570
20
$9.08M 0.99%
221,409
-4,249
21
$9.03M 0.98%
191,245
+3,804
22
$8.94M 0.98%
45,193
+903
23
$8.8M 0.96%
347,673
-2,063
24
$8.72M 0.95%
55,480
+8,424
25
$8.63M 0.94%
89,716
-872
1
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