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
$618M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$7.94M
2 +$2.77M
3 +$2.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.2M

Top Sells

1 +$19.6M
2 +$11.9M
3 +$7.76M
4
CTSH icon
Cognizant
CTSH
+$303K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$261K

Sector Composition

1 Technology 1%
2 Consumer Discretionary 0.78%
3 Communication Services 0.63%
4 Financials 0.59%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,290
102
-3,383
103
-6,800
104
-10,135
105
-3,200
106
-19,200