LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
-10.7%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$215M
AUM Growth
-$56.2M
(-21%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-13.69%
Top 10 Holdings %
Top 10 Hldgs %
33.29%
Holding
344
New
196
Increased
13
Reduced
63
Closed
11
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$4.55M |
| 2 |
Vanguard Value ETF
VTV
|
$2.94M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.51M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.22M |
| 5 |
JPMorgan Chase
JPM
|
$1.17M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$17.4M |
| 2 |
GPT
Gramercy Property Trust
GPT
|
$3.5M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$2.52M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.35M |
| 5 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$2.28M |
Sector Composition
| 1 | Financials | 26.14% |
| 2 | Real Estate | 13.49% |
| 3 | Consumer Staples | 8.59% |
| 4 | Energy | 7.51% |
| 5 | Healthcare | 6.27% |
