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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%
2.
Doubleline Total Return Bond Institutional
2,310,034 $24,671 8.56%
3.
Fpa New Income Institutional
2,427,981 $24,231 8.41%
4.
Fidelity Government Cash Reserves
23,893,502 $23,894 8.29%
5.
Fmi Common Stock Institutional
733,560 $19,571 6.79%