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13F AUM
Holdings
Filing Date
Total 13F Value
Positions
Top 10 Concentration
Sectors
All Holdings
# Company Ticker Shares Value ($) Weight Change

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Sector Allocation

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Top 10 Holdings

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Comparing with:
New Positions
Increased
Decreased
Exited
Quarterly Changes
Company Ticker Action Shares Change Value Change New Weight

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Top Conviction Positions

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Concentration Metrics

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Investment Style Box

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Portfolio Turnover (Annualized)

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Disclaimer: 13F filings are reported with a delay of up to 45 days after quarter-end. Holdings shown reflect the most recently filed quarter and may not represent current positions. This tool is for educational and informational purposes only and does not constitute investment advice. The fact that a fund holds a position does not mean it is suitable for your portfolio. Always consult a qualified financial adviser before making investment decisions. Data sourced from SEC EDGAR. LIUV does not guarantee the accuracy or completeness of SEC filing data.