LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
+2.52%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$234M
AUM Growth
+$14.7M
(+6.7%)
Cap. Flow
+$9.27M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
320
New
260
Increased
29
Reduced
23
Closed
–
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$6.93M |
| 2 |
Schwab US REIT ETF
SCHH
|
$4.5M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
$2.99M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$2.22M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.78M |
Sector Composition
| 1 | Healthcare | 2.14% |
| 2 | Energy | 0.5% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Staples | 0.28% |
| 5 | Financials | 0.19% |
