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
$584M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$1.78M
2 +$1.06M
3 +$905K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$838K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$785K

Sector Composition

1 Technology 1.24%
2 Financials 0.84%
3 Consumer Discretionary 0.75%
4 Communication Services 0.63%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,940