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LTL
Lowery Thomas LLC Portfolio holdings
AUM
$175M
1-Year Est. Return
18.98%
This Fund
S&P 500
1 Year Est. Return
+18.98%
AUM
$175M
AUM Growth
-$2.09M
(-1.2%)
Holding
57
Top Buys
| 1 | +$1.65M | |
| 2 | +$679K | |
| 3 | +$505K | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$386K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$345K |
Top Sells
| 1 | +$345K | |
| 2 | +$293K | |
| 3 | +$247K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$241K |
| 5 |
Palantir
PLTR
|
+$233K |
Sector Composition
| 1 | Technology | 2.57% |
| 2 | Communication Services | 2.02% |
| 3 | Consumer Discretionary | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Alphabet (Google) Class A
GOOGL
$4.39T
| $316K | 0.18% |
+1,099
|
|
||
52
Vanguard Mid-Cap ETF
VO
$104B
| $262K | 0.15% |
3,648
-188
|
|
||
53
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
| $259K | 0.15% |
421
+2
|
|
||
54
Invesco S&P 500 Revenue ETF
RWL
$9.21B
| $213K | 0.12% |
1,856
+7
|
|
||
55
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
| $202K | 0.12% |
+3,234
|
|
||
|
56
Palantir
PLTR
$307B
| – | – |
-1,310
|
|
||
57
ProShares Ultra Financials
UYG
$737M
| – | – |
-2,687
|
|