LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
+1.21%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$189M
AUM Growth
+$8.07M
(+4.5%)
Cap. Flow
+$5.91M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
72.77%
Holding
43
New
3
Increased
19
Reduced
15
Closed
2
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$18.6M |
| 2 |
Invesco BuyBack Achievers ETF
PKW
|
$7.12M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.05M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$811K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$484K |
Top Sells
Sector Composition
| 1 | Healthcare | 2.07% |
| 2 | Financials | 0.51% |
| 3 | Energy | 0.49% |
| 4 | Consumer Staples | 0.16% |
| 5 | Industrials | 0.14% |
