LI
LVZ Inc Portfolio holdings
AUM
$834M
This Quarter Return
+2.42%
1 Year Return
+10.79%
3 Year Return
+38.73%
5 Year Return
+59.4%
10 Year Return
+111.88%
AUM
$213M
AUM Growth
+$213M
(+2,808%)
Cap. Flow
+$205M
Cap. Flow
% of AUM
96.5%
Top 10 Holdings %
Top 10 Hldgs %
75.39%
Holding
61
New
36
Increased
10
Reduced
4
Closed
5
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$30.3M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$20.6M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$17.1M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$17M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$15.7M |
Top Sells
Sector Composition
| 1 | Utilities | 0.25% |
| 2 | Consumer Staples | 0.21% |
| 3 | Consumer Discretionary | 0.17% |
| 4 | Financials | 0.13% |
| 5 | Technology | 0.12% |
