We are live on
!
Find out more
LHEI
Leo H. Evart Inc Portfolio holdings
AUM
$117M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
–
Holding
298
Top Buys
| 1 | +$19.7M | |
| 2 | +$10.7M | |
| 3 | +$8.05M | |
| 4 |
Vanguard Value ETF
VTV
|
+$6M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$5.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.28% |
| 2 | Communication Services | 1.46% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Energy | 1% |
| 5 | Utilities | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
American Battery Technology Co
ABAT
$435M
| $50 | ﹤0.01% |
+18
|
|
||
277
APA Corp
APA
$12.1B
| $42 | ﹤0.01% |
+1
|
|
||
278
Archrock
AROC
$6.23B
| $35 | ﹤0.01% |
+1
|
|
||
279
ChargePoint
CHPT
$202M
| $24 | ﹤0.01% |
+5
|
|
||
280
American Outdoor Brands
AOUT
$127M
| $9 | ﹤0.01% |
+1
|
|
||
281
Rockwell Medical
RMTI
$26.3M
| $8 | ﹤0.01% |
+9
|
|
||
282
Skye Bioscience
SKYE
$25.8M
| $1 | ﹤0.01% |
+1
|
|
||
|
NMGC
283
DELISTED
NEOMAGIC CORP NEW
NMGC
| $1 | ﹤0.01% |
+40
|
|