LC

LTG Capital Portfolio holdings

AUM $117M
1-Year Est. Return 8.23%
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$202K
2 +$176K
3 +$130K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$109K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$102K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$358K 0.4%
3,258
-182