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
$2.09M
AUM Growth
-$41.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$3.56K
2
+$2.26K
3
+$663
4
PH icon
Parker-Hannifin
PH
+$608
5
AAPL icon
Apple
AAPL
+$222

Top Sells

1
+$202K

Sector Composition

1 Healthcare 59.36%
2 Technology 18.38%
3 Energy 12.65%
4 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
1
AbbVie
ABBV
$400B
$865K 41.31%
4,129
+17
AAPL icon
2
Apple
AAPL
$3.7T
$385K 18.38%
1,732
+1
ABT icon
3
Abbott
ABT
$225B
$378K 18.05%
2,849
+5
XOM icon
4
Exxon Mobil
XOM
$476B
$265K 12.65%
2,228
+19
PH icon
5
Parker-Hannifin
PH
$93.4B
$201K 9.61%
331
+1
MSFT icon
6
Microsoft
MSFT
$3.82T
– –
-480