LGG

Luts & Greenleigh Group Portfolio holdings

AUM $111M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$93.9K
2
+$65.2K
3
+$48.7K
4
ABBV icon
AbbVie
ABBV
+$46.5K
5
ABT icon
Abbott
ABT
+$33.7K

Top Sells

1
+$820K
2
+$479K
3
+$285K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$220K
5
ETN icon
Eaton
ETN
+$217K

Sector Composition

1 Energy 28.64%
2 Consumer Staples 15.93%
3 Technology 14.1%
4 Healthcare 8.81%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-654
77
– –
-1,151
78
– –
-269
1 2 3
4