LYV
Live Your Vision Portfolio holdings
AUM
$330M
This Quarter Return
-0.83%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(+0.62%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
56.71%
Holding
348
New
27
Increased
70
Reduced
45
Closed
30
Top Buys
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$7.59M |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$6.53M |
| 3 |
US Commodity Index
USCI
|
$3.71M |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.36M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.15M |
Sector Composition
| 1 | Healthcare | 2% |
| 2 | Technology | 0.74% |
| 3 | Energy | 0.47% |
| 4 | Industrials | 0.29% |
| 5 | Consumer Staples | 0.26% |
