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
$137M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$785K
3 +$670K
4
SPSC icon
SPS Commerce
SPSC
+$37.3K
5
AAPL icon
Apple
AAPL
+$21.7K

Top Sells

1 +$271K
2 +$166K
3 +$73.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$69.6K
5
TGT icon
Target
TGT
+$44.6K

Sector Composition

1 Materials 1.82%
2 Industrials 1.62%
3 Technology 1.12%
4 Healthcare 0.52%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$226K 0.16%
1,714
-338
27
$212K 0.15%
32,080
28
$70.8K 0.05%
10,000