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
$298M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.06M
3
+$2.27M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.45M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$1.17M

Top Sells

1
+$8.95M
2
+$2.61M
3
+$1.68M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.63M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.63M

Sector Composition

1 Healthcare 1.69%
2 Technology 0.45%
3 Energy 0.38%
4 Materials 0.36%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
101
177
$9K ﹤0.01%
236
-4
178
$9K ﹤0.01%
125
179
$9K ﹤0.01%
1,000
180
$9K ﹤0.01%
348
181
$9K ﹤0.01%
315
182
$9K ﹤0.01%
172
183
$9K ﹤0.01%
1,389
+47
184
$9K ﹤0.01%
68
185
$9K ﹤0.01%
127
186
$9K ﹤0.01%
252
187
$9K ﹤0.01%
+180
188
$8K ﹤0.01%
83
189
$8K ﹤0.01%
1,546
+41
190
$8K ﹤0.01%
85
191
$8K ﹤0.01%
200
192
$8K ﹤0.01%
343
+119
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$8K ﹤0.01%
139
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$8K ﹤0.01%
+1,250
195
$7K ﹤0.01%
100
196
$7K ﹤0.01%
83
197
$7K ﹤0.01%
50
198
$7K ﹤0.01%
317
199
$7K ﹤0.01%
140
-200
200
$7K ﹤0.01%
344
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