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
$184M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.78M
3 +$1.05M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$915K
5
PGX icon
Invesco Preferred ETF
PGX
+$779K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,414
52
-5,642
53
-1,462
54
-5,256