LFA
Livelsberger Financial Advisory Portfolio holdings
AUM
$2.68M
1-Year Est. Return
23.21%
1 Year Est. Return
+23.21%
AUM
$2.68M
AUM Growth
-$2.48M
(-48%)
Holding
85
Top Buys
| 1 | +$3.71K | |
| 2 | +$757 | |
| 3 | +$536 | |
| 4 |
Apple
AAPL
|
+$509 |
Top Sells
| 1 | +$168K | |
| 2 | +$148K | |
| 3 | +$145K | |
| 4 |
FedEx
FDX
|
+$139K |
| 5 |
Allstate
ALL
|
+$139K |
Sector Composition
| 1 | Healthcare | 55.85% |
| 2 | Technology | 25.74% |
| 3 | Industrials | 9.4% |
| 4 | Energy | 9.02% |
| 5 | Materials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
T-Mobile US
TMUS
$223B
| – | – |
-3
|
|
||
77
Invesco Municipal Trust
VKQ
$535M
| – | – |
-553
|
|
||
78
VeriSign
VRSN
$22.4B
| – | – |
-94
|
|
||
79
Viatris
VTRS
$12.8B
| – | – |
-531
|
|
||
80
Wabtec
WAB
$36.2B
| – | – |
-2
|
|
||
81
Walmart Inc. Common Stock
WMT
$922B
| – | – |
-450
|
|
||
82
Metallus
MTUS
$724M
| – | – |
-182
|
|
||
83
Solventum
SOLV
$14.1B
| – | – |
-80
|
|
||
84
GE Vernova
GEV
$195B
| – | – |
-15
|
|