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
$119M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$538K
2 +$445K
3 +$426K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$189K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$180K

Top Sells

1 +$137K
2 +$111K
3 +$69.9K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.9K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$44.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$359K 0.3%
3,258