LGG
Luts & Greenleigh Group Portfolio holdings
AUM
$126M
1-Year Est. Return
30.15%
This Fund
S&P 500
1 Year Est. Return
+30.15%
AUM
$126M
AUM Growth
+$8.56M
(+7.3%)
Holding
94
Top Buys
| 1 | +$580K | |
| 2 | +$398K | |
| 3 | +$275K | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$272K |
| 5 |
WisdomTree US LargeCap Fund
EPS
|
+$245K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$425K | |
| 3 | +$294K | |
| 4 |
UnitedHealth
UNH
|
+$255K |
| 5 |
Intuitive Surgical
ISRG
|
+$241K |
Sector Composition
| 1 | Energy | 31.67% |
| 2 | Technology | 15.03% |
| 3 | Consumer Staples | 12.53% |
| 4 | Healthcare | 6.75% |
| 5 | Communication Services | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Aflac
AFL
$60.2B
| $261K | 0.21% |
2,381
+2
|
|
||
77
Qualcomm
QCOM
$228B
| $248K | 0.2% |
1,927
-77
|
|
||
78
Vanguard Industrials ETF
VIS
$7.78B
| $242K | 0.19% |
776
|
|
||
79
JPMorgan Active Growth ETF
JGRO
$9.63B
| $242K | 0.19% |
2,861
+177
|
|
||
80
Trane Technologies
TT
$101B
| $241K | 0.19% |
578
-1,000
|
|
||
81
Bristol-Myers Squibb
BMY
$117B
| $240K | 0.19% |
3,957
+7
|
|
||
|
82
WisdomTree US LargeCap Fund
EPS
$1.53B
| $236K | 0.19% |
+3,460
|
|
||
83
Palantir
PLTR
$325B
| $234K | 0.19% |
1,597
+10
|
|
||
84
Advanced Micro Devices
AMD
$760B
| $233K | 0.18% |
1,147
+71
|
|
||
85
Eaton
ETN
$154B
| $228K | 0.18% |
638
-1
|
|
||
86
Oracle
ORCL
$615B
| $223K | 0.18% |
1,514
+94
|
|
||
87
Palo Alto Networks
PANW
$222B
| $217K | 0.17% |
1,353
+33
|
|
||
88
Pfizer
PFE
$148B
| $207K | 0.16% |
+7,355
|
|
||
89
JPMorgan International Value ETF
JIVE
$2.81B
| $201K | 0.16% |
+2,352
|
|
||
90
American Express
AXP
$212B
| – | – |
-571
|
|
||
|
91
Intuitive Surgical
ISRG
$149B
| – | – |
-425
|
|
||
92
Saic
SAIC
$4.83B
| – | – |
-2,044
|
|
||
93
TE Connectivity
TEL
$62.1B
| – | – |
-939
|
|
||
|
94
UnitedHealth
UNH
$363B
| – | – |
-771
|
|