LA

LexAurum Advisors Portfolio holdings

AUM $705M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.47M
3 +$1.37M
4
FRI icon
First Trust S&P REIT Index Fund
FRI
+$1.14M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$1.13M

Sector Composition

1 Financials 11.43%
2 Healthcare 7.45%
3 Technology 3.02%
4 Energy 2.35%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,207