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
$72.1M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$212K
3
+$83.1K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$70.1K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.4K

Top Sells

1
+$135K
2
+$88.3K
3
+$65.8K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$59.1K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.8K

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
UNH icon
26
UnitedHealth
UNH
$323B
$393K 0.55%
818
+4
SRE icon
27
Sempra
SRE
$59.6B
$373K 0.52%
5,130
AGG icon
28
iShares Core US Aggregate Bond ETF
AGG
$133B
$354K 0.49%
3,616
+28
CVX icon
29
Chevron
CVX
$308B
$314K 0.44%
1,993
JNJ icon
30
Johnson & Johnson
JNJ
$465B
$249K 0.35%
1,506
AMZN icon
31
Amazon
AMZN
$2.27T
$248K 0.34%
+1,899
XOM icon
32
Exxon Mobil
XOM
$479B
$226K 0.31%
2,106
SBUX icon
33
Starbucks
SBUX
$97B
$223K 0.31%
2,249
+2
VYM icon
34
Vanguard High Dividend Yield ETF
VYM
$64.9B
$223K 0.31%
2,100
+1
AMAT icon
35
Applied Materials
AMAT
$179B
$212K 0.29%
+1,467
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