LHEI
Leo H. Evart Inc Portfolio holdings
AUM
$65.2M
This Quarter Return
+6.49%
1 Year Return
+14.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.17%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12.1M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$11.6M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$11.6M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.16M |
| 5 |
Vanguard Total Bond Market
BND
|
$7.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.36% |
| 2 | Consumer Discretionary | 1.54% |
| 3 | Communication Services | 0.94% |
| 4 | Healthcare | 0.64% |
| 5 | Industrials | 0.47% |
