LC
LTG Capital Portfolio holdings
AUM
$127M
1-Year Est. Return
6.84%
1 Year Est. Return
+6.84%
AUM
$117M
AUM Growth
+$7.22M
(+6.6%)
Holding
27
Top Buys
| 1 | +$218K | |
| 2 | +$94.9K | |
| 3 | +$88.5K | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$45.8K |
| 5 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$45.5K |
Top Sells
| 1 | +$410K | |
| 2 | +$221K | |
| 3 | +$216K | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$204K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$181K |
Sector Composition
| 1 | Technology | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $400K | 0.34% |
3,620
+362
|
|
||
27
Microsoft
MSFT
$3.61T
| $218K | 0.19% |
+438
|
|