LHEI
Leo H. Evart Inc Portfolio holdings
AUM
$65.2M
1-Year Est. Return
14.21%
This Fund
S&P 500
1 Year Est. Return
+14.21%
AUM
$72.1M
AUM Growth
+$3.57M
(+5.2%)
Holding
35
Top Buys
| 1 | +$217K | |
| 2 | +$184K | |
| 3 | +$83.7K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$71K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$35.7K |
Top Sells
| 1 | +$133K | |
| 2 | +$80.8K | |
| 3 | +$65.7K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$57K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$38.8K |
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Healthcare | 0.89% |
| 4 | Energy | 0.75% |
| 5 | Industrials | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$259B
| $393K | 0.55% |
818
+4
|
|
||
27
Sempra
SRE
$62.7B
| $373K | 0.52% |
5,130
|
|
||
28
iShares Core US Aggregate Bond ETF
AGG
$139B
| $354K | 0.49% |
3,616
+28
|
|
||
29
Chevron
CVX
$390B
| $314K | 0.44% |
1,993
|
|
||
30
Johnson & Johnson
JNJ
$586B
| $249K | 0.35% |
1,506
|
|
||
31
Amazon
AMZN
$2.27T
| $248K | 0.34% |
+1,899
|
|
||
32
Exxon Mobil
XOM
$655B
| $226K | 0.31% |
2,106
|
|
||
33
Starbucks
SBUX
$111B
| $223K | 0.31% |
2,249
+2
|
|
||
34
Vanguard High Dividend Yield ETF
VYM
$72.6B
| $223K | 0.31% |
2,100
+1
|
|
||
35
Applied Materials
AMAT
$275B
| $212K | 0.29% |
+1,467
|
|