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
51
$314K 0.33%
+16,429
52
$313K 0.33%
+1,228
53
$304K 0.32%
+7,320
54
$299K 0.31%
+6,108
55
$289K 0.3%
+531
56
$286K 0.3%
+1,339
57
$279K 0.29%
+839
58
$276K 0.29%
+3,892
59
$268K 0.28%
+608
60
$261K 0.27%
+1,431
61
$254K 0.26%
+323
62
$254K 0.26%
+6,475
63
$240K 0.25%
+2,044
64
$235K 0.24%
+776
65
$227K 0.24%
+5,717
66
$227K 0.24%
+2,927
67
$223K 0.23%
+8,856
68
$223K 0.23%
+1,316
69
$222K 0.23%
+11,090
70
$222K 0.23%
+329
71
$221K 0.23%
+5,353
72
$219K 0.23%
+1,478
73
$211K 0.22%
+2,366
74
$208K 0.22%
+2,138
75
$208K 0.22%
+1,815
1 2
3
4