LRIA
Leonard Rickey Investment Advisors Portfolio holdings
AUM
$501M
This Quarter Return
+0.52%
1 Year Return
+11%
3 Year Return
+39.49%
5 Year Return
+57.62%
10 Year Return
–
AUM
$417M
AUM Growth
+$417M
(+7.8%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
7.13%
Top 10 Holdings %
Top 10 Hldgs %
64.57%
Holding
111
New
18
Increased
63
Reduced
24
Closed
3
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.96M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.11M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.48M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.08M |
| 5 |
Vanguard Total Bond Market
BND
|
$970K |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$960K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$211K |
| 3 |
Union Pacific
UNP
|
$209K |
| 4 |
Home Depot
HD
|
$203K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$145K |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Consumer Discretionary | 1.55% |
| 3 | Financials | 1.54% |
| 4 | Communication Services | 0.96% |
| 5 | Consumer Staples | 0.94% |
