LBG

Lloyds Banking Group Portfolio holdings

AUM $7.15M
1-Year Est. Return 0.71%
This Quarter Est. Return
1 Year Est. Return
-0.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$75.9K
2
+$65.1K
3
+$5K
4
DELL icon
Dell
DELL
+$3K

Top Sells

1
+$224K
2
+$90.6K
3
+$88K
4
AMGN icon
Amgen
AMGN
+$85.1K
5
SCHW icon
Charles Schwab
SCHW
+$82.6K

Sector Composition

1 Financials 33.96%
2 Industrials 15.56%
3 Healthcare 12.94%
4 Consumer Discretionary 9.39%
5 Materials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K 0.08%
158
52
$8K 0.07%
154
-426
53
$5K 0.04%
+160
54
$4K 0.04%
45
-124
55
$3K 0.03%
+264
56
$2K 0.02%
54
-89
57
– –
-3,032
58
– –
-2,312
1 2
3