LP

Lloyd Park Portfolio holdings

AUM $81M
1-Year Est. Return 16.65%
This Quarter Est. Return
1 Year Est. Return
-16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$9.3M
3 +$7.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.91M
5
COST icon
Costco
COST
+$4.55M

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
101
$96K 0.05%
+10,000
102
0