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
201
$8K ﹤0.01%
252
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$7K ﹤0.01%
100
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+200
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545
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400
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$6K ﹤0.01%
50
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+275
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$6K ﹤0.01%
100
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100
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250
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50
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25
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$5K ﹤0.01%
104
+1