LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.4B
1-Year Return
12.01%
This Quarter Return
+4.12%
1 Year Return
+12.01%
3 Year Return
+42.94%
5 Year Return
+77.45%
10 Year Return
+122.48%
AUM
$990M
AUM Growth
+$41.8M
(+4.4%)
Cap. Flow
+$5.42M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
74.56%
Holding
168
New
10
Increased
59
Reduced
27
Closed
4
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.29M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.19M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$591K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$568K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$533K |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Healthcare | 1.81% |
| 3 | Financials | 1.4% |
| 4 | Industrials | 0.75% |
| 5 | Consumer Staples | 0.66% |
