LI
LVZ Inc Portfolio holdings
AUM
$876M
1-Year Est. Return
14.05%
This Fund
S&P 500
1 Year Est. Return
+14.05%
AUM
$876M
AUM Growth
-$18.2M
(-2%)
Holding
180
Top Buys
| 1 | +$41.3M | |
| 2 | +$3.37M | |
| 3 | +$3.03M | |
| 4 |
Timothy Plan International ETF
TPIF
|
+$1.63M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$1.62M |
Top Sells
| 1 | +$43.4M | |
| 2 | +$5.31M | |
| 3 | +$4.2M | |
| 4 |
Inspire 100 ETF
BIBL
|
+$2.01M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$1.9M |
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Financials | 0.76% |
| 3 | Industrials | 0.62% |
| 4 | Consumer Discretionary | 0.6% |
| 5 | Healthcare | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
CrowdStrike
CRWD
$114B
| – | – |
-502
|
|
||
177
Blackstone
BX
$149B
| – | – |
-1,512
|
|
||
178
Broadcom
AVGO
$1.9T
| – | – |
-578
|
|
||
179
Agilysys
AGYS
$1.85B
| – | – |
-4,754
|
|