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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.08%
2 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$596K 0.36%
+51,956
27
$564K 0.34%
+24,398
28
$488K 0.29%
+18,876