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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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMCI icon
201
Super Micro Computer
SMCI
$16.7B
$2.28K ﹤0.01%
+100
AUR icon
202
Aurora
AUR
$11.9B
$2.27K ﹤0.01%
+550
PANW icon
203
Palo Alto Networks
PANW
$230B
$2.24K ﹤0.01%
+14
SYF icon
204
Synchrony
SYF
$24.9B
$2.18K ﹤0.01%
+32
FIG
205
Figma
FIG
$9.85B
$2.11K ﹤0.01%
+100
JPIN icon
206
JPMorgan Diversified Return International Equity ETF
JPIN
$364M
$1.93K ﹤0.01%
+27
HPQ icon
207
HP
HPQ
$21.2B
$1.92K ﹤0.01%
+100
SMH icon
208
VanEck Semiconductor ETF
SMH
$71.3B
$1.54K ﹤0.01%
+4
DAL icon
209
Delta Air Lines
DAL
$54B
$1.51K ﹤0.01%
+23
RIVN icon
210
Rivian
RIVN
$21.8B
$1.5K ﹤0.01%
+100
ATI icon
211
ATI
ATI
$26.9B
$1.46K ﹤0.01%
+10
NVO
212
Novo Nordisk
NVO
$193B
$1.43K ﹤0.01%
+39
APLD icon
213
Applied Digital
APLD
$13B
$1.42K ﹤0.01%
+60
ABNB icon
214
Airbnb
ABNB
$83.4B
$1.39K ﹤0.01%
+11
BILL icon
215
BILL Holdings
BILL
$3.21B
$1.3K ﹤0.01%
+34
IBIT icon
216
iShares Bitcoin Trust
IBIT
$49B
$1.27K ﹤0.01%
+33
NOK icon
217
Nokia
NOK
$77.2B
$1.21K ﹤0.01%
+150
HOOD icon
218
Robinhood
HOOD
$94.7B
$1.18K ﹤0.01%
+17
KMB icon
219
Kimberly-Clark
KMB
$33.7B
$1.15K ﹤0.01%
+12
C icon
220
Citigroup
C
$245B
$1.13K ﹤0.01%
+10
VSNT
221
Versant Media Group
VSNT
$5.4B
$1.07K ﹤0.01%
+29
OBE
222
Obsidian Energy
OBE
$637M
$1.06K ﹤0.01%
+112
SCCO icon
223
Southern Copper
SCCO
$160B
$1.03K ﹤0.01%
+6
JOBY icon
224
Joby Aviation
JOBY
$9.24B
$1.01K ﹤0.01%
+122
ENPH icon
225
Enphase Energy
ENPH
$6.3B
$945 ﹤0.01%
+25