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LA

LexAurum Advisors Portfolio holdings

AUM $771M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$598K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.94M
3
+$5.24M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.51M

Top Sells

1
+$11.3M
2
+$4.06M
3
+$3.14M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$3.01M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$2.51M

Sector Composition

1 Financials 8.57%
2 Technology 8.23%
3 Healthcare 6.15%
4 Consumer Discretionary 3.74%
5 Energy 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-13,915
277
– –
-29,409
278
– –
-23,020
279
– –
-838
280
– –
-18,676
281
– –
-7,170
282
– –
-5,710
283
– –
-12,877
284
– –
-53,000
285
– –
-1,987
8 9 10 11
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