LFA
Livelsberger Financial Advisory Portfolio holdings
AUM
$2.68M
1-Year Est. Return
23.21%
1 Year Est. Return
+23.21%
AUM
$5.17M
AUM Growth
+$3.07M
(+147%)
Holding
85
Top Buys
| 1 | +$239K | |
| 2 | +$168K | |
| 3 | +$148K | |
| 4 |
Ecolab
ECL
|
+$145K |
| 5 |
FedEx
FDX
|
+$139K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 34.5% |
| 2 | Industrials | 16.83% |
| 3 | Technology | 15.39% |
| 4 | Energy | 10.8% |
| 5 | Materials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Otis Worldwide
OTIS
$35.5B
| $412 | 0.01% |
+4
|
|
||
77
NOV
NOV
$5.61B
| $361 | 0.01% |
+29
|
|
||
78
VF Corp
VFC
$5.57B
| $221 | ﹤0.01% |
+19
|
|
||
79
Embecta
EMBC
$787M
| $213 | ﹤0.01% |
+22
|
|
||
80
Kontoor Brands
KTB
$4.02B
| $153 | ﹤0.01% |
+2
|
|
||
81
Resideo Technologies
REZI
$4.69B
| $110 | ﹤0.01% |
+5
|
|
||
82
Brighthouse Financial
BHF
$3.75B
| $108 | ﹤0.01% |
+2
|
|
||
83
Lumen
LUMN
$11.2B
| $39 | ﹤0.01% |
+9
|
|
||
84
Garrett Motion
GTX
$3.36B
| $32 | ﹤0.01% |
+3
|
|