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LexAurum Advisors Portfolio holdings

AUM $866M
This Fund
S&P 500
This Quarter Est. Return
+2.54%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$10.9M
Cap. Flow
+$7.3M
Cap. Flow %
4.51%
Top 10 Hldgs %
32.13%
Holding
186
New
19
Increased
77
Reduced
56
Closed
14
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HD icon
151
Home Depot
HD
$331B
$220K 0.14%
1,059
-2
-0.2% -$399
D icon
152
Dominion Energy
D
$60.8B
$219K 0.14%
2,831
-134
-5% -$10.2K
PDBC icon
153
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
$214K 0.13%
13,045
-1,737
-12% -$28.6K
DE icon
154
Deere & Co
DE
$160B
$213K 0.13%
1,285
PYPL icon
155
PayPal
PYPL
$48.9B
$212K 0.13%
+1,853
New +$205K
NSC icon
156
Norfolk Southern
NSC
$75.4B
$211K 0.13%
1,060
-183
-15% -$36.3K
AGG icon
157
iShares Core US Aggregate Bond ETF
AGG
$137B
$205K 0.13%
1,839
-409
-18% -$44.7K
APD icon
158
Air Products & Chemicals
APD
$65.7B
$204K 0.13%
+903
New +$187K
CSCO icon
159
Cisco
CSCO
$457B
$204K 0.13%
3,729
-10
-0.3% -$552
TRQ
160
DELISTED
Turquoise Hill Resources Ltd
TRQ
$191K 0.12%
15,404
-700
-4% -$9.68K
RPAI
161
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$187K 0.12%
15,914
+24
+0.2% +$294
NUV icon
162
Nuveen Municipal Value Fund
NUV
$1.92B
$134K 0.08%
13,117
-1,038
-7% -$10.4K
BKT icon
163
BlackRock Income Trust
BKT
$330M
$133K 0.08%
7,328
PPT
164
Franklin Premier Income Trust
PPT
$324M
$132K 0.08%
25,774
+329
+1% +$1.69K
GE icon
165
GE Aerospace
GE
$374B
$130K 0.08%
2,486
-40
-2% -$1.97K
DBRG icon
166
DigitalBridge
DBRG
$2.93B
$97K 0.06%
4,828
LUMO
167
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$77K 0.05%
5,801
NRO
168
Neuberger Real Estate Securities Income Fund Inc
NRO
$191M
$67K 0.04%
13,678
VVR icon
169
Invesco Senior Income Trust
VVR
$457M
$66K 0.04%
15,246
-7,030
-32% -$30K
WPG
170
DELISTED
Washington Prime Group Inc.
WPG
$50K 0.03%
+1,450
New +$59.5K
FNJN
171
DELISTED
Finjan Holdings, Inc.
FNJN
$34K 0.02%
15,400
ALYA
172
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$31K 0.02%
11,901
AGGY icon
173
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$920M
-4,741
Closed -$236K
CCL icon
174
Carnival Corporation Ltd
CCL
$38.1B
-4,430
Closed -$225K
DD icon
175
DuPont de Nemours
DD
$18.5B
-2,354
Closed -$318K

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LexAurum Advisors's Q2 2019 Portfolio in Review

As of Q2 2019, LexAurum Advisors held 186 positions worth $162M, up 7.2% from $151M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

LexAurum Advisors deployed $7.3M of net new capital in Q2 2019, opening 19 new positions and adding to 77 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 81,203 shares worth $2.54M.

By sector, the portfolio is most concentrated in Financials at 11% of assets, up from 10% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was First Trust Enhanced Short Maturity ETF, an estimated $3.05M trimmed.

  • LexAurum Advisors's largest Q2 2019 buy was State Street SPDR Portfolio S&P 500 Value ETF: 81,203 shares worth $2.54M.
  • LexAurum Advisors added most to JPMorgan Ultra-Short Income ETF in Q2 2019, an estimated $1.87M increase.
  • LexAurum Advisors's biggest Q2 2019 reduction was First Trust Enhanced Short Maturity ETF, cutting an estimated $3.05M.
  • LexAurum Advisors fully exited Invesco Large Cap Growth ETF in Q2 2019, selling an estimated $2.42M.
  • LexAurum Advisors's ten largest holdings make up 32% of its $162M portfolio in Q2 2019.
  • LexAurum Advisors opened 19 new positions and closed 14 in Q2 2019.
  • LexAurum Advisors's portfolio value rose 7.2% quarter-over-quarter to $162M.

Based on LexAurum Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.