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
$264M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$5.62M
2 +$4.63M
3 +$4.49M
4
CVGW icon
Calavo Growers
CVGW
+$3.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.46M

Sector Composition

1 Technology 2.65%
2 Consumer Discretionary 2.26%
3 Financials 1.96%
4 Consumer Staples 1.9%
5 Energy 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$231K 0.09%
+9,000
102
$223K 0.08%
+3,080
103
$222K 0.08%
+5,320
104
$222K 0.08%
+4,600
105
$218K 0.08%
+5,642
106
$216K 0.08%
+3,679
107
$162K 0.06%
3,035
-1,493
108
$103K 0.04%
+56,856
109
-20,282