LA

Lexington Advisors Portfolio holdings

AUM $18.7M
1-Year Est. Return 48.36%
This Quarter Est. Return
1 Year Est. Return
-48.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$43
2 +$27

Top Sells

1 +$79.9M

Sector Composition

1 Financials 70.44%
2 Consumer Discretionary 23.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$110M 70.44%
5,413,231
-3,929,860
2
$22.5M 14.38%
1,047,378
+2
3
$14M 8.95%
1,047,378
+2
4
$9.37M 6%
530,970
5
$360K 0.23%
199,068