LPAM
Lodestar Private Asset Management Portfolio holdings
AUM
$868M
1-Year Est. Return
12%
1 Year Est. Return
+12%
AUM
$868M
AUM Growth
+$72.5M
(+9.1%)
Holding
229
Top Buys
| 1 | +$3.21M | |
| 2 | +$2.38M | |
| 3 | +$1.94M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.64M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.42M |
Top Sells
| 1 | +$943K | |
| 2 | +$858K | |
| 3 | +$698K | |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$511K |
| 5 |
Apple
AAPL
|
+$497K |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Consumer Discretionary | 1.67% |
| 3 | Financials | 1.13% |
| 4 | Communication Services | 0.67% |
| 5 | Consumer Staples | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
WisdomTree US Quality Growth Fund
QGRW
$1.76B
| – | – |
-5,071
|
|
||
227
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.28B
| – | – |
-6,151
|
|
||
228
UnitedHealth
UNH
$323B
| – | – |
-484
|
|
||
229
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-2,188
|
|