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
$68.5M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$481K
3
+$345K
4
BND icon
Vanguard Total Bond Market
BND
+$54.7K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$29.6K

Top Sells

1
+$783K
2
+$428K
3
+$287K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$280K
5
VHT icon
Vanguard Health Care ETF
VHT
+$198K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 0.91%
3 Healthcare 0.9%
4 Energy 0.81%
5 Utilities 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$385K 0.56%
814
+2
27
$379K 0.55%
3,441
-5
28
$358K 0.52%
3,588
+17
29
$325K 0.47%
1,993
30
$234K 0.34%
2,247
+1
31
$233K 0.34%
1,506
32
$231K 0.34%
2,106
33
$221K 0.32%
2,099
+1
34
– –
-8,545
1
2