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
$2.14M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.38K
2
+$2.04K
3
+$636
4
AAPL icon
Apple
AAPL
+$501
5
MSFT icon
Microsoft
MSFT
+$421

Top Sells

1
+$165K
2
+$155K
3
+$141K
4
ECL icon
Ecolab
ECL
+$137K
5
ALL icon
Allstate
ALL
+$136K

Sector Composition

1 Healthcare 49.28%
2 Technology 29.76%
3 Energy 11.13%
4 Industrials 9.83%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$731K 34.21%
4,112
+19
2
$433K 20.3%
1,731
+2
3
$322K 15.07%
2,844
+3
4
$238K 11.13%
2,209
+19
5
$210K 9.83%
330
+1
6
$202K 9.47%
480
+1
7
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12
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13
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14
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18
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20
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23
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24
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25
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