LHEI

Leo H. Evart Inc Portfolio holdings

AUM $65.2M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$11.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.15M
5
BND icon
Vanguard Total Bond Market
BND
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 1.54%
3 Communication Services 0.94%
4 Healthcare 0.64%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.47%
+3,578
27
$434K 0.42%
+16,086
28
$424K 0.41%
+1,065
29
$403K 0.39%
+802
30
$398K 0.39%
+3,490
31
$341K 0.33%
+8,533
32
$339K 0.33%
+5,130
33
$329K 0.32%
+6,603
34
$304K 0.3%
+2,598
35
$280K 0.27%
+8,193
36
$267K 0.26%
+1,600
37
$257K 0.25%
+1,500
38
$243K 0.24%
+7,334
39
$234K 0.23%
+1,993
40
$232K 0.23%
+2,812
41
$231K 0.23%
+1,467
42
$213K 0.21%
+1,900
43
$207K 0.2%
+498
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