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
$585M
AUM Growth
+$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$4.26M
2 +$1.74M
3 +$1.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.1M

Top Sells

1 +$22.9M
2 +$10.3M
3 +$5.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M

Sector Composition

1 Financials 1.47%
2 Technology 1.41%
3 Consumer Discretionary 0.82%
4 Communication Services 0.73%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,472
102
-6,600
103
-50,000
104
-25,000
105
-7,575