LB
| |
Landsberg, Bennett, & Dubbaneh LLC13F | |
| Landsberg, Bennett, & Dubbaneh LLC | |
| Last update 2021-10-29 | 264 Stocks (38 new) |
| Value $785.00 Mil | Turnover 10 % |
| Portfolio Report | |
Landsberg, Bennett, & Dubbaneh... Top Holdings of 2021-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 412,473 | 47434.000 | -3.76% | 6.050 | -0.25% | 0.050 | -2.63% | -1.05% | 118670.368 | ||
VGSH | Vanguard Short-Term Government Bond ETF | 632,452 | 38852.000 | -2.93% | 4.950 | -0.16% | 0.270 | +0.29% | -0.14% | 19365.879 | ||
PDBC | Invesco Optimum Yield Diversified Commodity | 1,521,497 | 32530.000 | -26.52% | 4.150 | -1.45% | 0.330 | +2.11% | +4.16% | 4293.069 | ||
MCD | McDonald's Corp | 114,270 | 27760.000 | +0.33% | 3.540 | +0.01% | 0.020 | -8.57% | -2.87% | 201785.771 | Restaurants | |
LMBS | First Trust Low Duration Mortgage Opportunities ET | 471,821 | 23879.000 | -2.64% | 3.040 | -0.09% | 0.420 | -0.37% | -0.62% | 4670.124 | ||
AAPL | Apple Inc | 151,266 | 21578.000 | -1.21% | 2.750 | -0.03% | 0.000 | +0.97% | -6.84% | 3508035.247 | Hardware | |
MSFT | Microsoft Corp | 57,754 | 16697.000 | -3.50% | 2.130 | -0.08% | 0.000 | -0.63% | -1.38% | 3090456.892 | Software | |
TBX | ProShares Short 7-10 Year Treasury | 635,603 | 15483.000 | New Holding | 1.970 | +1.97% | 9.560 | +5.85% | +1.65% | 15.526 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 276,496 | 15130.000 | -5.98% | 1.930 | -0.13% | 0.090 | -1.36% | -1.18% | 35041.411 | ||
FMB | First Trust Managed Municipal ETF | 265,715 | 15090.000 | -7.91% | 1.920 | -0.17% | 0.620 | -1.08% | -0.78% | 1981.382 |
Landsberg, Bennett, & Dubbaneh LLC's Historical Top Holdings Breakdowns
Landsberg, Bennett, & Dubbaneh LLC Total Holding History ($B)
Landsberg, Bennett, & Dubbaneh LLC's Asset Allocation
Landsberg, Bennett, & Dubbaneh LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Landsberg, Bennett, & Dubbaneh LLC's Hypothetical Growth since 2021-09-30
Landsberg, Bennett, & Dubbaneh LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Landsberg, Bennett, & Dubbaneh LLC's Holdings Heat Map
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Landsberg, Bennett, & Dubbaneh LLC's Holdings Bubble Chart
Landsberg, Bennett, & Dubbaneh LLC News
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