LPC
Loeb Partners Corp Portfolio holdings
AUM
$4.86M
1-Year Return
7.22%
This Quarter Return
+1.17%
1 Year Return
+7.22%
3 Year Return
+34.38%
5 Year Return
+94.91%
10 Year Return
–
AUM
$280M
AUM Growth
-$23.8M
(-7.8%)
Cap. Flow
-$24.3M
Cap. Flow
% of AUM
-8.68%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
176
New
14
Increased
17
Reduced
36
Closed
24
Top Buys
| 1 |
Vornado Realty Trust
VNO
|
$6.36M |
| 2 |
Intel
INTC
|
$2.43M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$2.15M |
| 4 |
VR
Validus Hold Ltd
VR
|
$1.85M |
| 5 |
Zions Bancorporation
ZION
|
$1.82M |
Top Sells
| 1 |
Kraft Heinz
KHC
|
$10.7M |
| 2 |
United Parcel Service
UPS
|
$5.31M |
| 3 |
EOG Resources
EOG
|
$5.26M |
| 4 |
iShares US Home Construction ETF
ITB
|
$4.71M |
| 5 |
SITE Centers
SITC
|
$2.9M |
Sector Composition
| 1 | Financials | 20.89% |
| 2 | Real Estate | 12.72% |
| 3 | Consumer Staples | 8.06% |
| 4 | Communication Services | 7.59% |
| 5 | Industrials | 6.68% |