LTL

Lowery Thomas LLC Portfolio holdings

AUM $156M
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$6.97M
2 +$1.93M
3 +$358K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$333K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$234K

Sector Composition

1 Technology 2.53%
2 Consumer Discretionary 0.33%
3 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.14%
+2,115
52
$207K 0.14%
+364
53
-1,141