LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.4B
This Quarter Return
+0.17%
1 Year Return
+12.01%
3 Year Return
+42.94%
5 Year Return
+77.45%
10 Year Return
+122.48%
AUM
$288M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.51%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$51.8M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$43.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$41.1M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$26.1M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$16.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.31% |
| 2 | Industrials | 0.84% |
| 3 | Financials | 0.42% |
| 4 | Technology | 0.29% |
| 5 | Consumer Staples | 0.28% |
