LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
+2.75%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$314M
AUM Growth
+$12.5M
(+4.2%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
65.79%
Holding
349
New
22
Increased
80
Reduced
42
Closed
65
Top Buys
Top Sells
| 1 |
iShares Core Conservative Allocation ETF
AOK
|
$177K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$69.2K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$59.2K |
| 4 |
PPL Corp
PPL
|
$52.7K |
| 5 |
Invesco Municipal Trust
VKQ
|
$52K |
Sector Composition
| 1 | Healthcare | 2.02% |
| 2 | Technology | 0.45% |
| 3 | Energy | 0.29% |
| 4 | Financials | 0.26% |
| 5 | Materials | 0.26% |
