LP

LGL Partners Portfolio holdings

AUM $225M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

1 +$3.22M
2 +$2.88M
3 +$1.19M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$502K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$340K 0.16%
5,038
52
$289K 0.14%
6,663
53
$284K 0.14%
6,081
54
$252K 0.12%
4,156
+150
55
$250K 0.12%
5,214
+17
56
$236K 0.11%
2,793
+20
57
$228K 0.11%
2,940
58
$204K 0.1%
3,237
59
-10,042