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LP

Lloyd Park Portfolio holdings

AUM $81M
1-Year Est. Return 14.95%
This Fund
S&P 500
This Quarter Est. Return
+7.37%
1 Year Est. Return
-14.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow %
98.6%
Top 10 Hldgs %
40.65%
Holding
102
New
101
Increased
–
Reduced
–
Closed
–

Top Buys

1
AAPL icon
Apple
AAPL
+$11.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.99M
3
CME icon
CME Group
CME
+$7.23M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.93M
5
COST icon
Costco
COST
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.41%
2 Consumer Staples 10.53%
3 Financials 10.11%
4 Healthcare 9.4%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFN
101
PIMCO Income Strategy Fund II
PFN
$696M
$96K 0.08%
+10,000
New +$97.8K
COUR icon
102
Coursera
COUR
$1.62B
– –
0
– –
1 2 3 4
5

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