LA
Lane & Associates Portfolio holdings
AUM
$186M
This Quarter Return
+8.99%
1 Year Return
+5.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.23%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$9.05M |
| 3 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$6.7M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$5.47M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$5.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Healthcare | 2.3% |
| 3 | Consumer Staples | 1.71% |
| 4 | Financials | 1.69% |
| 5 | Industrials | 1.38% |
