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
$552M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$7.82M
3
+$6.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.15M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.62M

Top Sells

1
+$1.82M
2
+$1.79M
3
+$1.53M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.02M

Sector Composition

1 Technology 1.09%
2 Consumer Discretionary 0.82%
3 Financials 0.71%
4 Healthcare 0.64%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
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