LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.4B
This Quarter Return
+6.76%
1 Year Return
+12.01%
3 Year Return
+42.94%
5 Year Return
+77.45%
10 Year Return
+122.48%
AUM
$1.4B
AUM Growth
+$1.4B
(+9.6%)
Cap. Flow
+$40M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
65.4%
Holding
217
New
16
Increased
72
Reduced
35
Closed
3
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.88M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.38M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$853K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$688K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Financials | 2.11% |
| 3 | Healthcare | 1.66% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Discretionary | 0.85% |
