LPC

Loeb Partners Corp Portfolio holdings

AUM $4.86M
1-Year Est. Return 7.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.39M
3
+$3.53M
4
AMH icon
American Homes 4 Rent
AMH
+$3.36M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.03M

Top Sells

1
+$6.16M
2
+$3.9M
3
+$2.94M
4
MRK icon
Merck
MRK
+$2.78M
5
VER
VEREIT, Inc.
VER
+$2.66M

Sector Composition

1 Real Estate 13.63%
2 Communication Services 12.24%
3 Financials 11.32%
4 Healthcare 9.09%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
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