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
$235M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$7.93M
2 +$7.53M
3 +$3.5M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.88M
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$1.45M

Sector Composition

1 Healthcare 2%
2 Technology 0.74%
3 Energy 0.47%
4 Industrials 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$11K ﹤0.01%
526
177
$11K ﹤0.01%
90
178
$10K ﹤0.01%
325
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+2
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+500
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$10K ﹤0.01%
1,225
+37
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$10K ﹤0.01%
200
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+520
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1,154
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$8K ﹤0.01%
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200
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139