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
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$68.3M
2 +$33M
3 +$5.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.37M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
+125
127
$1K ﹤0.01%
+32
128
0
129
$0 ﹤0.01%
+47
130
$0 ﹤0.01%
+17
131
$0 ﹤0.01%
+1
132
$0 ﹤0.01%
+20
133
$0 ﹤0.01%
+1
134
$0 ﹤0.01%
+4