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
$173M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$3.82M
2 +$2.72M
3 +$2.27M
4
PHR icon
Phreesia
PHR
+$2.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M

Sector Composition

1 Consumer Discretionary 3.9%
2 Technology 3.77%
3 Financials 2.79%
4 Communication Services 2.38%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,500
102
-76,301
103
-17,672