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
$293M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.91%
2 Healthcare 5.81%
3 Technology 4.47%
4 Consumer Discretionary 2.75%
5 Energy 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.6M 3.97%
56,199
+235
2
$11.5M 3.93%
226,720
-1,053
3
$9.5M 3.25%
57,777
+1,159
4
$8.89M 3.04%
180,793
-534
5
$8.1M 2.77%
21
6
$7.9M 2.7%
266,301
+22,345
7
$7.81M 2.67%
85,540
-552
8
$7.16M 2.45%
58,612
+1,735
9
$6.96M 2.38%
116,071
-34,029
10
$6.1M 2.09%
100,039
+1,656
11
$5.31M 1.82%
20,795
+117
12
$4.89M 1.67%
92,545
+3,918
13
$4.5M 1.54%
88,139
+3,856
14
$4.3M 1.47%
45,234
+1,121
15
$3.74M 1.28%
98,522
+4,214
16
$3.63M 1.24%
79,855
-2,775
17
$3.38M 1.16%
+37,305
18
$3.31M 1.13%
8,883
+214
19
$2.88M 0.99%
12,235
+1,123
20
$2.76M 0.94%
1,972
-31
21
$2.65M 0.91%
130,911
+511
22
$2.6M 0.89%
46,036
-1,293
23
$2.57M 0.88%
16,600
+240
24
$2.5M 0.86%
19,237
+1,251
25
$2.43M 0.83%
6,097
+284