LCM
Levitt Capital Management Portfolio holdings
AUM
$41.8M
This Quarter Return
+3.96%
1 Year Return
+36.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$41.8M
AUM Growth
+$41.8M
(-60%)
Cap. Flow
-$64.1M
Cap. Flow
% of AUM
-153.59%
Top 10 Holdings %
Top 10 Hldgs %
46.4%
Holding
79
New
27
Increased
–
Reduced
36
Closed
16
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$2.3M |
| 2 |
iShares S&P 100 ETF
OEF
|
$1.55M |
| 3 |
iShares Global Infrastructure ETF
IGF
|
$1.18M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$1.17M |
| 5 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
$1.1M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$21.1M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$8.47M |
| 3 |
SPDR Gold Trust
GLD
|
$4.17M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.63M |
| 5 |
Invesco DB Oil Fund
DBO
|
$1.99M |
Sector Composition
| 1 | Energy | 12.45% |
| 2 | Technology | 9.59% |
| 3 | Industrials | 7.08% |
| 4 | Financials | 3.77% |
| 5 | Communication Services | 3.27% |
