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
$117M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.55M
3 +$1.4M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$528K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$495K

Top Sells

1 +$2.25M
2 +$1.77M
3 +$1.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.9K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$360K 0.31%
3,258