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LMCG Investments Portfolio holdings
AUM
$1.68B
1-Year Est. Return
39.41%
This Fund
S&P 500
1 Year Est. Return
+39.41%
AUM
$1.37B
AUM Growth
-$83M
(-5.7%)
Holding
339
Top Buys
| 1 | +$6.38M | |
| 2 | +$4.92M | |
| 3 | +$4.45M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.35M |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$4.28M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$5.26M | |
| 3 | +$5.18M | |
| 4 |
Lennar Class A
LEN
|
+$5.06M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.37M |
Sector Composition
| 1 | Technology | 22.07% |
| 2 | Healthcare | 14.8% |
| 3 | Financials | 13.4% |
| 4 | Consumer Staples | 7.78% |
| 5 | Consumer Discretionary | 6.67% |