LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
-1.14%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$296M
AUM Growth
-$2.83M
(-0.95%)
Cap. Flow
+$8.1M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
64.2%
Holding
300
New
17
Increased
71
Reduced
40
Closed
22
Top Buys
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$4.78M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$535K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$526K |
| 4 |
iShares Core Conservative Allocation ETF
AOK
|
$515K |
| 5 |
Exxon Mobil
XOM
|
$502K |
Sector Composition
| 1 | Healthcare | 1.53% |
| 2 | Technology | 0.34% |
| 3 | Materials | 0.33% |
| 4 | Financials | 0.25% |
| 5 | Consumer Staples | 0.2% |
