LA

LexAurum Advisors Portfolio holdings

AUM $705M
1-Year Est. Return 14.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.65M
3
+$1.42M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.13M

Top Sells

1
+$3.3M
2
+$3.27M
3
+$3.17M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$3.15M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$2.81M

Sector Composition

1 Technology 7.91%
2 Financials 6.83%
3 Healthcare 6.23%
4 Consumer Discretionary 3.52%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
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