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LHEI

Leo H. Evart Inc Portfolio holdings

AUM $117M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.1M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$184K
3
+$83.7K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$71K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.7K

Top Sells

1
+$133K
2
+$80.8K
3
+$65.7K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$57K
5
SCHM icon
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
$393K 0.55%
818
+4
27
$373K 0.52%
5,130
28
$354K 0.49%
3,616
+28
29
$314K 0.44%
1,993
30
$249K 0.35%
1,506
31
$248K 0.34%
+1,899
32
$226K 0.31%
2,106
33
$223K 0.31%
2,249
+2
34
$223K 0.31%
2,100
+1
35
$212K 0.29%
+1,467
1
2