LFA

Livelsberger Financial Advisory Portfolio holdings

AUM $2.68M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.45M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$78.6K
3
+$4.61K
4
BFK icon
BlackRock Municipal Income Trust
BFK
+$3.68K
5
GRC icon
Gorman-Rupp
GRC
+$2.85K

Top Sells

1
+$465K
2
+$343K
3
+$184K
4
NKE icon
Nike
NKE
+$159K
5
NEE icon
NextEra Energy
NEE
+$157K

Sector Composition

1 Healthcare 11.57%
2 Industrials 7.11%
3 Real Estate 4.31%
4 Financials 4.09%
5 Technology 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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