Lepercq Multi-Asset Fund

data from 31/12/2024

Capitalization

$ 139.469 M 100.00 %

Average holding period

1 ans

Performance

$ 0.000 0.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lepercq Multi-Asset Fund

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/12/31 SPY SPDR S&P 500 ETF TR 48.43% 67.543 M $ 115245 2024/12/31 0.000 $ 0.00 %
2024/12/31 EFA ISHARES TR 25.26% 35.234 M $ 466000 2024/12/31 0.000 $ 0.00 %
2024/12/31 QQQ INVESCO QQQ TR 16.96% 23.659 M $ 46278 2024/12/31 0.000 $ 0.00 %
2024/12/31 ACWI ISHARES TR 8.79% 12.255 M $ 104300 2024/12/31 0.000 $ 0.00 %
2024/12/31 LFCR LIFECORE BIOMEDICAL INC 0.12% 168.661 K $ 22700 2024/12/31 0.000 $ 0.00 %
2024/12/31 WETOUCH TECHNOLOGY INC 0.09% 120.279 K $ 67954 2024/12/31 0.000 $ 0.00 %
2024/12/31 SQFT PRESIDIO PPTY TR INC 0.08% 107.300 K $ 134125 2024/12/31 0.000 $ 0.00 %
2024/12/31 CLAR CLARUS CORP NEW 0.07% 94.710 K $ 21000 2024/12/31 0.000 $ 0.00 %
2024/12/31 XYLO TECHNOLOGIES LTD 0.07% 94.334 K $ 26059 2024/12/31 0.000 $ 0.00 %
2024/12/31 ENZ ENZO BIOCHEM INC 0.06% 87.859 K $ 123000 2024/12/31 0.000 $ 0.00 %
2024/12/31 EPIX ESSA PHARMA INC 0.04% 54.058 K $ 30200 2024/12/31 0.000 $ 0.00 %
2024/12/31 DSWL DESWELL INDS INC 0.02% 23.800 K $ 10000 2024/12/31 0.000 $ 0.00 %
2024/12/31 BRN BARNWELL INDS INC 0.02% 22.650 K $ 15000 2024/12/31 0.000 $ 0.00 %
2024/12/31 LGL GROUP INC 0.00% 3.956 K $ 26200 2024/12/31 0.000 $ 0.00 %