LS
Leelyn Smith Portfolio holdings
AUM
$610M
1-Year Return
13.61%
This Quarter Return
+7.64%
1 Year Return
+13.61%
3 Year Return
+56.17%
5 Year Return
+93.44%
10 Year Return
–
AUM
$374M
AUM Growth
+$28.5M
(+8.3%)
Cap. Flow
+$4.07M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
43.67%
Holding
430
New
54
Increased
88
Reduced
93
Closed
27
Top Buys
| 1 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$2.74M |
| 2 |
Medtronic
MDT
|
$2.17M |
| 3 |
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
|
$1.12M |
| 4 |
First Trust Natural Gas ETF
FCG
|
$459K |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
$455K |
Top Sells
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Healthcare | 8.05% |
| 3 | Consumer Discretionary | 7.12% |
| 4 | Financials | 5.55% |
| 5 | Consumer Staples | 4.97% |
