LGG

Luts & Greenleigh Group Portfolio holdings

AUM $104M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$9.04M
3
+$4.79M
4
MSFT icon
Microsoft
MSFT
+$4.67M
5
NVDA icon
NVIDIA
NVDA
+$2.42M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30.91%
2 Technology 14.86%
3 Consumer Staples 14.79%
4 Healthcare 8.11%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$812K 0.84%
+897
27
$761K 0.79%
+3,364
28
$749K 0.78%
+14,128
29
$687K 0.71%
+10,496
30
$657K 0.68%
+9,705
31
$642K 0.67%
+1,114
32
$609K 0.63%
+1,208
33
$594K 0.62%
+26,082
34
$565K 0.59%
+1,660
35
$555K 0.58%
+4,484
36
$548K 0.57%
+2,752
37
$532K 0.55%
+3,647
38
$510K 0.53%
+1,021
39
$509K 0.53%
+8,833
40
$494K 0.51%
+2,998
41
$455K 0.47%
+1,119
42
$426K 0.44%
+2,660
43
$426K 0.44%
+22,180
44
$423K 0.44%
+21,200
45
$408K 0.42%
+802
46
$379K 0.39%
+2,300
47
$367K 0.38%
+1,855
48
$348K 0.36%
+2,222
49
$335K 0.35%
+1,274
50
$328K 0.34%
+7,700
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