LTL
Lowery Thomas LLC Portfolio holdings
AUM
$156M
This Quarter Return
+6.08%
1 Year Return
+12.37%
3 Year Return
+56.91%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.99%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$13.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$11M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.25M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$7.25M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$7.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 1.22% |
| 2 | Technology | 1.01% |
| 3 | Consumer Discretionary | 0.47% |
