LS
Leelyn Smith Portfolio holdings
AUM
$610M
1-Year Return
13.61%
This Quarter Return
+6.37%
1 Year Return
+13.61%
3 Year Return
+56.17%
5 Year Return
+93.44%
10 Year Return
–
AUM
$208K
AUM Growth
–
Cap. Flow
+$208K
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.46%
Holding
327
New
327
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FedEx
FDX
|
$25.2K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$15.4K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$13.1K |
| 4 |
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
|
$10.6K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$9.76K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 16.99% |
| 2 | Technology | 7.34% |
| 3 | Financials | 6.94% |
| 4 | Consumer Staples | 6.91% |
| 5 | Healthcare | 5.18% |