LRIA
Leonard Rickey Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+4.99%
1 Year Return
+11%
3 Year Return
+39.49%
5 Year Return
+57.62%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+4%)
Cap. Flow
+$49.9K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
78.47%
Holding
74
New
5
Increased
20
Reduced
29
Closed
16
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.74M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.4M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.39M |
| 4 |
Apple
AAPL
|
$1.16M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$800K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$3.25M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.34M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$362K |
| 4 |
AbbVie
ABBV
|
$330K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$296K |
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Financials | 1.45% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Communication Services | 1.06% |
| 5 | Consumer Staples | 0.23% |
