LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
+3.08%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$281M
AUM Growth
+$12.7M
(+4.7%)
Cap. Flow
+$9.41M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
60.91%
Holding
356
New
15
Increased
71
Reduced
46
Closed
50
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$3.87M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.62M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$754K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$354K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$353K |
Top Sells
Sector Composition
| 1 | Healthcare | 1.8% |
| 2 | Technology | 0.54% |
| 3 | Energy | 0.39% |
| 4 | Materials | 0.35% |
| 5 | Consumer Staples | 0.23% |
