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
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.05M
3 +$569K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$332K
5
LULU icon
lululemon athletica
LULU
+$218K

Sector Composition

1 Financials 2.9%
2 Consumer Discretionary 1.68%
3 Industrials 1.42%
4 Communication Services 1.36%
5 Real Estate 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$36K 0.02%
11,947
102
-8,460
103
-3,750
104
-14,100
105
-13,800
106
-36,745