LTL
Lowery Thomas LLC Portfolio holdings
AUM
$173M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$173M
AUM Growth
+$17M
(+11%)
Holding
55
Top Buys
| 1 | +$1.01M | |
| 2 | +$936K | |
| 3 | +$542K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$529K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$382K |
Top Sells
| 1 | +$967K | |
| 2 | +$234K | |
| 3 | +$222K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$123K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$90.9K |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $279K | 0.16% |
468
+101
|
|
||
52
Schwab US Dividend Equity ETF
SCHD
$70.6B
| $245K | 0.14% |
8,960
+1,193
|
|
||
53
ProShares Ultra Financials
UYG
$849M
| $245K | 0.14% |
2,464
+11
|
|
||
54
Palantir
PLTR
$447B
| $239K | 0.14% |
+1,310
|
|
||
55
Invesco S&P 500 Revenue ETF
RWL
$7.13B
| $204K | 0.12% |
+1,843
|
|