LYV
Live Your Vision Portfolio holdings
AUM
$330M
This Quarter Return
+1.48%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+1.4%)
Cap. Flow
-$3.99M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
56.51%
Holding
68
New
1
Increased
25
Reduced
27
Closed
8
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.21M |
| 2 |
Schwab International Equity ETF
SCHF
|
$5.19M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.07M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$2.54M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.01M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.85% |
| 2 | Energy | 0.37% |
| 3 | Industrials | 0.19% |
| 4 | Consumer Staples | 0.17% |
| 5 | Communication Services | 0.13% |
