LA

LexAurum Advisors Portfolio holdings

AUM $633M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.41%
2 Healthcare 3.72%
3 Energy 3.14%
4 Technology 2.44%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.3M 5.9%
+20
2
$5.51M 5.16%
+188,949
3
$3.37M 3.16%
+23,618
4
$2.45M 2.29%
+122,067
5
$2.41M 2.26%
+46,206
6
$2.26M 2.11%
+93,458
7
$2.24M 2.1%
+39,186
8
$1.85M 1.73%
+60,102
9
$1.84M 1.73%
+19,260
10
$1.83M 1.72%
+17,384
11
$1.78M 1.67%
+7,782
12
$1.6M 1.5%
+18,264
13
$1.47M 1.38%
+5,694
14
$1.44M 1.35%
+61,357
15
$1.4M 1.31%
+27,602
16
$1.35M 1.26%
+6,422
17
$1.35M 1.26%
+22,088
18
$1.33M 1.25%
+46,501
19
$1.27M 1.19%
+33,092
20
$1.27M 1.19%
+27,545
21
$1.25M 1.17%
+30,585
22
$1.24M 1.16%
+18,191
23
$1.18M 1.1%
+26,546
24
$1.17M 1.09%
+71,509
25
$1.17M 1.09%
+10,010