LGG
Luts & Greenleigh Group Portfolio holdings
AUM
$111M
1-Year Est. Return
15.46%
1 Year Est. Return
+15.46%
AUM
$111M
AUM Growth
+$7.15M
(+6.9%)
Holding
85
Top Buys
| 1 | +$284K | |
| 2 | +$256K | |
| 3 | +$235K | |
| 4 |
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
|
+$222K |
| 5 |
TE Connectivity
TEL
|
+$206K |
Top Sells
| 1 | +$251K | |
| 2 | +$230K | |
| 3 | +$98.8K | |
| 4 |
Johnson & Johnson
JNJ
|
+$89.7K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$79.7K |
Sector Composition
| 1 | Energy | 24.51% |
| 2 | Technology | 17.94% |
| 3 | Consumer Staples | 14.11% |
| 4 | Healthcare | 7.56% |
| 5 | Consumer Discretionary | 4.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
GE Vernova
GEV
$171B
| $235K | 0.21% |
+382
|
|
||
77
Vanguard Industrials ETF
VIS
$6.37B
| $230K | 0.21% |
776
|
|
||
78
ServiceNow
NOW
$174B
| $227K | 0.2% |
247
-1
|
|
||
|
79
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$380M
| $222K | 0.2% |
+2,046
|
|
||
|
80
TE Connectivity
TEL
$68.7B
| $206K | 0.19% |
+939
|
|
||
81
Comcast
CMCSA
$98.9B
| $205K | 0.18% |
6,511
+564
|
|
||
82
Saic
SAIC
$4.67B
| $203K | 0.18% |
2,045
|
|
||
83
JPMorgan Active Value ETF
JAVA
$4.96B
| $200K | 0.18% |
+2,902
|
|
||
84
Accenture
ACN
$167B
| – | – |
-841
|
|
||
85
Intuitive Surgical
ISRG
$202B
| – | – |
-423
|
|