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
$182M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$1.83M
3 +$1.51M
4
LUMN icon
Lumen
LUMN
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$878K

Sector Composition

1 Financials 2.45%
2 Communication Services 1.92%
3 Consumer Discretionary 1.76%
4 Industrials 1.51%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,300
102
-20,300