LRIA
Leonard Rickey Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+16.81%
1 Year Return
+11%
3 Year Return
+39.49%
5 Year Return
+57.62%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+19%)
Cap. Flow
+$5.02M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
75.73%
Holding
75
New
10
Increased
29
Reduced
27
Closed
6
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.07M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.58M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$622K |
| 4 |
Vanguard Total Bond Market
BND
|
$541K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$402K |
Top Sells
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Financials | 1.08% |
| 3 | Communication Services | 1.03% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Healthcare | 0.64% |
