LFG
Leverty Financial Group Portfolio holdings
AUM
$452M
1-Year Est. Return
15.39%
This Fund
S&P 500
1 Year Est. Return
+15.39%
AUM
$452M
AUM Growth
+$33.9M
(+8.1%)
Holding
52
Top Buys
| 1 | +$26.2M | |
| 2 | +$4.24M | |
| 3 | +$3.33M | |
| 4 |
Capital Group Core Bond ETF
CGCB
|
+$2.78M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.4M |
Top Sells
| 1 | +$923K | |
| 2 | +$436K | |
| 3 | +$312K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$291K |
| 5 |
Boston Scientific
BSX
|
+$286K |
Sector Composition
| 1 | Industrials | 0.72% |
| 2 | Materials | 0.64% |
| 3 | Technology | 0.18% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Healthcare | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Silver Trust
SLV
$41.7B
| – | – |
-4,088
|
|
||
|
HIMU
52
iShares High Yield Muni Active ETF
HIMU
$2.02B
| – | – |
-8,952
|
|