Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Instuitional Investor - Lake Point Wealth Management

Fund Profile
Filing Period:
Fund Name: Lake Point Wealth Management
Portfolio Value $287,927,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 111,137 $32,758 11.37%
Doubleline Total Return Bond Institutional
2,310,034 $24,671 8.56%
Fpa New Income Institutional
2,427,981 $24,231 8.41%
Fidelity Government Cash Reserves
23,893,502 $23,894 8.29%
Fmi Common Stock Institutional
733,560 $19,571 6.79%