LTL
Lowery Thomas LLC Portfolio holdings
AUM
$156M
1-Year Est. Return
12.37%
1 Year Est. Return
+12.37%
AUM
$146M
AUM Growth
-$7.21M
(-4.7%)
Holding
60
Top Buys
| 1 | +$1.47M | |
| 2 | +$841K | |
| 3 | +$509K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$459K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$456K |
Top Sells
| 1 | +$719K | |
| 2 | +$433K | |
| 3 | +$425K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$381K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$268K |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Consumer Discretionary | 1.11% |
| 3 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
| $255K | 0.17% |
2,807
-7,896
|
|
||
52
iShares Semiconductor ETF
SOXX
$16.1B
| $254K | 0.17% |
1,351
+402
|
|
||
53
ProShares Ultra Financials
UYG
$844M
| $218K | 0.15% |
+2,446
|
|
||
54
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
| $206K | 0.14% |
3,768
-68
|
|
||
55
Schwab US Dividend Equity ETF
SCHD
$69.9B
| $201K | 0.14% |
+7,197
|
|
||
|
56
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-4,168
|
|
||
57
Vanguard World Funds Extended Duration ETF
EDV
$3.93B
| – | – |
-6,389
|
|
||
58
Alphabet (Google) Class C
GOOG
$3.38T
| – | – |
-1,143
|
|
||
59
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| – | – |
-365
|
|
||
60
Invesco S&P 500 Revenue ETF
RWL
$7.03B
| – | – |
-2,122
|
|