LA
Lane & Associates Portfolio holdings
AUM
$186M
1-Year Est. Return
5.34%
1 Year Est. Return
+5.34%
AUM
$194M
AUM Growth
+$9.88M
(+5.4%)
Holding
126
Top Buys
| 1 | +$3.18M | |
| 2 | +$1.77M | |
| 3 | +$1.42M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.23M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.21M |
Top Sells
| 1 | +$1.41M | |
| 2 | +$735K | |
| 3 | +$602K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$570K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$567K |
Sector Composition
| 1 | Technology | 6.44% |
| 2 | Financials | 2.3% |
| 3 | Healthcare | 1.87% |
| 4 | Consumer Staples | 1.67% |
| 5 | Consumer Discretionary | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lockheed Martin
LMT
$114B
| – | – |
-351
|
|