LFG

Leverty Financial Group Portfolio holdings

AUM $385M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$998K
3
+$545K
4
MMM icon
3M
MMM
+$407K
5
ECL icon
Ecolab
ECL
+$181K

Top Sells

1
+$771K
2
+$179K
3
+$118K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$56.3K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$37.8K

Sector Composition

1 Industrials 2.06%
2 Materials 1.75%
3 Technology 0.97%
4 Healthcare 0.46%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$230K 0.18%
7,313
+156
27
$224K 0.18%
32,080
28
$55.3K 0.04%
10,000
29
– –
-6,993
1
2