LYV

Live Your Vision Portfolio holdings

AUM $330M
1-Year Est. Return 2.28%
This Quarter Est. Return
1 Year Est. Return
+2.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.06M
3
+$2.27M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.45M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$1.17M

Top Sells

1
+$8.95M
2
+$2.61M
3
+$1.68M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.63M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.63M

Sector Composition

1 Healthcare 1.69%
2 Technology 0.45%
3 Energy 0.38%
4 Materials 0.36%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
225
227
$4K ﹤0.01%
50
228
$3K ﹤0.01%
+60
229
$3K ﹤0.01%
60
230
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40
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$3K ﹤0.01%
156
232
$3K ﹤0.01%
53
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$3K ﹤0.01%
84
-3
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$3K ﹤0.01%
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$3K ﹤0.01%
1,000
236
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100
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$3K ﹤0.01%
+200
238
$3K ﹤0.01%
103
239
$2K ﹤0.01%
74
240
$2K ﹤0.01%
30
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$2K ﹤0.01%
+150
242
$2K ﹤0.01%
50
243
$2K ﹤0.01%
95
244
$2K ﹤0.01%
141
245
$2K ﹤0.01%
190
246
$2K ﹤0.01%
+150
247
$1K ﹤0.01%
26
248
$1K ﹤0.01%
24
249
$1K ﹤0.01%
155
250
$1K ﹤0.01%
5
8 9
10
11 12