LFG
Leverty Financial Group Portfolio holdings
AUM
$335M
This Quarter Return
+6.88%
1 Year Return
+12.52%
3 Year Return
+45.99%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.3%
Holding
134
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$68.3M |
| 2 |
Schwab International Equity ETF
SCHF
|
$33.1M |
| 3 |
3M
MMM
|
$5.97M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.37M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.99% |
| 2 | Materials | 2.41% |
| 3 | Healthcare | 0.94% |
| 4 | Technology | 0.59% |
| 5 | Consumer Staples | 0.58% |
