• INCEPTION (05/24/2018)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 7.95%
  • S&P RETURN

  • 8.59%
(LTG) LT Growth Fund

LTG Growth of $10,000

LTG Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/25/2018

LTG Model Month By Month (As Of: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec LTG YTD S&P (TR) YTD
20194.50%2.51%2.43%2.00%-2.91%4.12%1.68%-1.13%----13.73% 18.32%
2018-----0.26%1.36%1.78%3.24%0.40%-4.50%0.29%-5.38%-3.34% -7.00%
Returns greater than 5%
Returns less than -5%

LTG Top 5 Holdings (As Of: 08/03/2019)


Symbol Name % Fund
SPY SPDR S&P 500 TRUST 18.15%
CMG CHIPOTLE MEXICAN ... 4.40%
V VISA INC. 3.84%
PG PROCTER & GAMBLE CO 3.83%
WLTW WILLIS TOWERS WAT... 3.44%
Total 33.66%