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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
1
$9.51M 13.2%
393,027
-5,586
2
$8.53M 11.84%
455,324
-4,712
3
$6.02M 8.36%
80,028
+932
4
$5.72M 7.94%
78,726
+1,143
5
$4.38M 6.08%
146,900
-590
6
$4.06M 5.63%
86,004
+12
7
$3.29M 4.57%
20,259
-364
8
$3.05M 4.23%
15,728
-22
9
$2.92M 4.05%
20,522
+163
10
$2.91M 4.04%
38,555
+469
11
$2.7M 3.75%
11,047
-52
12
$2.13M 2.95%
5,223
13
$2.07M 2.88%
87,561
-1,722
14
$1.89M 2.62%
9,494
+32
15
$1.79M 2.48%
14,989
-120
16
$1.73M 2.4%
31,428
-264
17
$1.5M 2.09%
68,656
-692
18
$1.19M 1.65%
11,891
-658
19
$750K 1.04%
13,576
-192
20
$652K 0.9%
28,246
+452
21
$559K 0.78%
1,642
+1
22
$495K 0.69%
2,995
-10
23
$490K 0.68%
1,870
24
$478K 0.66%
26,812
-506
25
$417K 0.58%
3,441
1
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