LS

Leelyn Smith Portfolio holdings

AUM $664M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$1.98M
3 +$1.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.07M

Top Sells

1 +$15.1M
2 +$11.2M
3 +$3M
4
UPS icon
United Parcel Service
UPS
+$1.62M
5
MMM icon
3M
MMM
+$1.53M

Sector Composition

1 Technology 10%
2 Consumer Discretionary 6.78%
3 Healthcare 6.56%
4 Industrials 6.48%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-5
377
$0 ﹤0.01%
5