LTL
Lowery Thomas LLC Portfolio holdings
AUM
$173M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$156M
AUM Growth
+$10M
(+6.9%)
Holding
57
Top Buys
| 1 | +$542K | |
| 2 | +$239K | |
| 3 | +$208K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$203K |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$166K |
Top Sells
| 1 | +$946K | |
| 2 | +$617K | |
| 3 | +$527K | |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$429K |
| 5 |
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
|
+$403K |
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Consumer Discretionary | 1.12% |
| 3 | Communication Services | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P MidCap 400 ETF Trust
MDY
$25.3B
| $208K | 0.13% |
+367
|
|
||
52
Schwab US Dividend Equity ETF
SCHD
$76.5B
| $206K | 0.13% |
7,767
+570
|
|
||
|
53
Alphabet (Google) Class C
GOOG
$3.99T
| $203K | 0.13% |
+1,146
|
|
||
54
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
| – | – |
-3,768
|
|
||
55
Oracle
ORCL
$512B
| – | – |
-2,031
|
|
||
56
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
| – | – |
-2,807
|
|
||
|
57
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.6B
| – | – |
-5,117
|
|