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