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
$241M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.16%
2 Financials 2.11%
3 Technology 2.01%
4 Consumer Staples 1.54%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.09%
6,147
+53
102
$201K 0.08%
+3,011
103
$200K 0.08%
3,020
-1,468
104
$196K 0.08%
+10,500
105
$128K 0.05%
2,536
-292
106
-16,253
107
-8,634
108
-7,961
109
-9,350
110
-56,856