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
$207M
AUM Growth
-$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$699K
3 +$663K
4
GPN icon
Global Payments
GPN
+$643K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$505K

Top Sells

1 +$238M
2 +$41.9M
3 +$37.6M
4
BND icon
Vanguard Total Bond Market
BND
+$34.6M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$12.8M

Sector Composition

1 Financials 1.78%
2 Healthcare 0.79%
3 Technology 0.76%
4 Industrials 0.31%
5 Energy 0.26%