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
$138M
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.39M
3
+$877K
4
MMM icon
3M
MMM
+$317K
5
TSLA icon
Tesla
TSLA
+$213K

Top Sells

1
+$19.6M
2
+$234K
3
+$226K
4
ECL icon
Ecolab
ECL
+$169K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$154K

Sector Composition

1 Industrials 1.74%
2 Materials 1.54%
3 Technology 0.99%
4 Healthcare 0.43%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.16%
6,710
-7,223
27
$213K 0.15%
+850
28
$212K 0.15%
+1,801
29
$166K 0.12%
32,080
30
$65K 0.05%
10,000
31
– –
-1,714
1
2