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LCM
Levitt Capital Management Portfolio holdings
AUM
$41.8M
1-Year Est. Return
36.18%
This Fund
S&P 500
This Quarter
Est. Return
+4.02%
1 Year Est. Return
+36.18%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$41.8M
AUM Growth
-$63.6M
(-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 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$2.21M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$1.51M |
| 3 |
iShares Global Infrastructure ETF
IGF
|
+$1.14M |
| 4 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$1.14M |
| 5 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$1.11M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$21.1M |
| 2 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$8.46M |
| 3 |
SPDR Gold Trust
GLD
|
+$4.04M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.6M |
| 5 |
Valero Energy
VLO
|
+$2.03M |
Sector Composition
| 1 | Energy | 12.45% |
| 2 | Technology | 9.59% |
| 3 | Industrials | 7.08% |
| 4 | Financials | 3.77% |
| 5 | Communication Services | 3.27% |
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