LRIA
Leonard Rickey Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+4.16%
1 Year Return
+11%
3 Year Return
+39.49%
5 Year Return
+57.62%
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.99%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$26.9M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$21.9M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$12.2M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$7.23M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Financials | 1.16% |
| 3 | Materials | 0.67% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Industrials | 0.38% |
