LGG
Luts & Greenleigh Group Portfolio holdings
AUM
$104M
1-Year Est. Return
13.94%
1 Year Est. Return
+13.94%
AUM
$104M
AUM Growth
+$3.66M
(+3.6%)
Holding
80
Top Buys
| 1 | +$345K | |
| 2 | +$305K | |
| 3 | +$255K | |
| 4 |
Eaton
ETN
|
+$235K |
| 5 |
Goldman Sachs
GS
|
+$232K |
Top Sells
| 1 | +$671K | |
| 2 | +$245K | |
| 3 | +$92.3K | |
| 4 |
Qualcomm
QCOM
|
+$81.4K |
| 5 |
Apple
AAPL
|
+$72.2K |
Sector Composition
| 1 | Energy | 24.98% |
| 2 | Technology | 16.51% |
| 3 | Consumer Staples | 15.98% |
| 4 | Healthcare | 7.65% |
| 5 | Consumer Discretionary | 4.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Saic
SAIC
$4.58B
| $230K | 0.22% |
2,045
|
|
||
77
Intuitive Surgical
ISRG
$164B
| $230K | 0.22% |
423
-3
|
|
||
78
Vanguard Industrials ETF
VIS
$6.31B
| $217K | 0.21% |
+776
|
|
||
79
Comcast
CMCSA
$108B
| $212K | 0.2% |
5,947
+477
|
|
||
80
Bristol-Myers Squibb
BMY
$89.2B
| – | – |
-4,015
|
|