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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
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$10.7M
3 +$8.05M
4
VTV icon
Vanguard Value ETF
VTV
+$6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.28%
2 Communication Services 1.46%
3 Consumer Discretionary 1.44%
4 Energy 1%
5 Utilities 0.94%