LA
LexAurum Advisors Portfolio holdings
AUM
$705M
1-Year Est. Return
14.59%
This Fund
S&P 500
1 Year Est. Return
+14.59%
AUM
$332M
AUM Growth
+$30.8M
(+10%)
Holding
281
Top Buys
| 1 | +$3.87M | |
| 2 | +$2.78M | |
| 3 | +$2.12M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$1.74M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$1.6M |
Top Sells
| 1 | +$4.02M | |
| 2 | +$2.89M | |
| 3 | +$2.24M | |
| 4 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
+$514K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$419K |
Sector Composition
| 1 | Technology | 8.09% |
| 2 | Financials | 7.48% |
| 3 | Healthcare | 5.52% |
| 4 | Consumer Discretionary | 3.04% |
| 5 | Energy | 2.42% |