LC
LTG Capital Portfolio holdings
AUM
$127M
1-Year Est. Return
6.84%
1 Year Est. Return
+6.84%
AUM
$127M
AUM Growth
+$10.2M
(+8.7%)
Holding
27
Top Buys
| 1 | +$1.1M | |
| 2 | +$684K | |
| 3 | +$260K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$110K |
| 5 |
ProShares Ulta SmallCap600
SAA
|
+$69.7K |
Top Sells
| 1 | +$171K | |
| 2 | +$168K | |
| 3 | +$147K | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$145K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$119K |
Sector Composition
| 1 | Technology | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $400K | 0.31% |
3,620
|
|
||
27
Microsoft
MSFT
$3.6T
| $227K | 0.18% |
438
|
|