LC

LTG Capital Portfolio holdings

AUM $128M
1-Year Est. Return 10.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$90.9K
2
+$31.2K
3
+$9.32K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$7.61K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.18K

Top Sells

1
+$186K
2
+$97.9K
3
+$80.9K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$77.4K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$74.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.33%
3,258
1
2