LI

LVZ Inc Portfolio holdings

AUM $834M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$10.2M
3 +$8.89M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.67M

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.42%
3 Healthcare 0.28%
4 Financials 0.22%
5 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-21,630
102
-43,340
103
-1,315