LGG

Luts & Greenleigh Group Portfolio holdings

AUM $118M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
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 +$29.5M
2 +$8.3M
3 +$4.41M
4
AAPL icon
Apple
AAPL
+$4.24M
5
ABBV icon
AbbVie
ABBV
+$2.26M

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
76
$207K 0.21%
+661
77
$202K 0.21%
+1,165