Asset Manager
← All Institutions
Leo H. Evart, Inc.
Market Value
$0
-100.0%
Holdings
34
-1
New Purchases
0
Added To
0
Closed
34
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 15 | $0 | 0% |
| Large Cap | 17 | $0 | 0% |
| Mid Cap | 1 | $0 | 0% |
| Small Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$560.0B
Median Market Cap
$142.1B
Avg P/E
59.4
Median P/E
31.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
13
# ETFs / Funds
21
Top Holdings (34 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EXPD | —% | — | — | — | -$394K | -3,441 | -100.0% | SOLD |
| 2 | CVX | —% | — | — | — | -$336K | -1,993 | -100.0% | SOLD |
| 3 | XOM | —% | — | — | — | -$248K | -2,106 | -100.0% | SOLD |
| 4 | SRE | —% | — | — | — | -$349K | -5,130 | -100.0% | SOLD |
| 5 | JNJ | —% | — | — | — | -$203K | -1,300 | -100.0% | SOLD |
| 6 | UNH | —% | — | — | — | -$414K | -821 | -100.0% | SOLD |
| 7 | AMZN | —% | — | — | — | -$213K | -1,675 | -100.0% | SOLD |
| 8 | AAPL | —% | — | — | — | -$3M | -15,458 | -100.0% | SOLD |
| 9 | BND | —% | — | — | — | -$5M | -78,331 | -100.0% | SOLD |
| 10 | AMAT | —% | — | — | — | -$203K | -1,467 | -100.0% | SOLD |
| 11 | BSV | —% | — | — | — | -$2M | -31,208 | -100.0% | SOLD |
| 12 | SCHA | —% | — | — | — | -$1M | -31,481 | -100.0% | SOLD |
| 13 | VBR | —% | — | — | — | -$471K | -2,953 | -100.0% | SOLD |
| 14 | VTV | —% | — | — | — | -$3M | -20,384 | -100.0% | SOLD |
| 15 | VB | —% | — | — | — | -$2M | -9,320 | -100.0% | SOLD |
| 16 | VGT | —% | — | — | — | -$700K | -1,686 | -100.0% | SOLD |
| 17 | BIV | —% | — | — | — | -$6M | -77,106 | -100.0% | SOLD |
| 18 | AGG | —% | — | — | — | -$343K | -3,645 | -100.0% | SOLD |
| 19 | SBUX | —% | — | — | — | -$205K | -2,250 | -100.0% | SOLD |
| 20 | SCHD | —% | — | — | — | -$8M | -118,383 | -100.0% | SOLD |
| 21 | VIG | —% | — | — | — | -$3M | -18,478 | -100.0% | SOLD |
| 22 | VUG | —% | — | — | — | -$4M | -13,118 | -100.0% | SOLD |
| 23 | GBIL | —% | — | — | — | -$1M | -11,473 | -100.0% | SOLD |
| 24 | MSFT | —% | — | — | — | -$353K | -1,117 | -100.0% | SOLD |
| 25 | SCHZ | —% | — | — | — | -$626K | -14,161 | -100.0% | SOLD |
| 26 | TSLA | —% | — | — | — | -$462K | -1,846 | -100.0% | SOLD |
| 27 | VO | —% | — | — | — | -$1M | -7,066 | -100.0% | SOLD |
| 28 | SCHG | —% | — | — | — | -$8M | -111,026 | -100.0% | SOLD |
| 29 | SCHF | —% | — | — | — | -$399K | -11,745 | -100.0% | SOLD |
| 30 | SCHM | —% | — | — | — | -$2M | -28,564 | -100.0% | SOLD |
| 31 | VOO | —% | — | — | — | -$2M | -4,937 | -100.0% | SOLD |
| 32 | VHT | —% | — | — | — | -$3M | -10,863 | -100.0% | SOLD |
| 33 | ORCL | —% | — | — | — | -$2M | -14,724 | -100.0% | SOLD |
| 34 | RYH | —% | — | — | — | -$4M | -140,274 | -100.0% | SOLD |