LTL
Lowery Thomas LLC Portfolio holdings
AUM
$177M
1-Year Est. Return
16.06%
This Fund
S&P 500
1 Year Est. Return
+16.06%
AUM
$177M
AUM Growth
+$3.81M
(+2.2%)
Holding
55
Top Buys
| 1 | +$943K | |
| 2 | +$601K | |
| 3 | +$369K | |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$271K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$241K |
Top Sells
| 1 | +$463K | |
| 2 | +$443K | |
| 3 | +$383K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$243K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$205K |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Communication Services | 1.07% |
| 3 | Consumer Discretionary | 0.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Dividend Equity ETF
SCHD
$83.7B
| $259K | 0.15% |
9,452
+492
|
|
||
52
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
| $253K | 0.14% |
419
-49
|
|
||
53
ProShares Ultra Financials
UYG
$667M
| $247K | 0.14% |
2,687
+223
|
|
||
54
Palantir
PLTR
$363B
| $233K | 0.13% |
1,310
|
|
||
55
Invesco S&P 500 Revenue ETF
RWL
$8.07B
| $212K | 0.12% |
1,849
+6
|
|