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
$110M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$1.37M
2 +$852K
3 +$573K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$524K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$460K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$360K 0.33%
3,258