7B
| |
7Twelve Balanced PortfolioMutual Fund | |
| Northern Lights Variable Trust | |
| Last update 2022-11-29 | 23 Stocks (0 new) |
| Value $37.00 Mil | Turnover 1 % |
7Twelve Balanced Portfolio Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSM | First Trust Enhanced Short Maturity ETF | 31,300 | 1,856.7 | -10.83% | 5.050 | -0.56% | 0.030 | +0.03% | +0.23% | 6,596.1 | ||
LMBS | First Trust Low Duration Mortgage Opportunities ET | 36,600 | 1,733.0 | -12.23% | 4.710 | -0.61% | 0.040 | +0.20% | +0.62% | 4,970.5 | ||
VTIP | Vanguard Short-Term Inflation-Protected Securities | 35,638 | 1,714.5 | -8.71% | 4.660 | -0.42% | 0.010 | +1.73% | +3.02% | 13,621.9 | ||
FTGC | FIRST TR EXCH VII | 67,100 | 1,700.3 | -2.89% | 4.620 | -0.13% | 0.040 | -4.62% | +1.76% | 2,393.7 | ||
COMB | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 58,200 | 1,680.8 | -3.16% | 4.570 | -0.14% | 0.650 | -3.78% | +3.46% | 78.4 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 17,378 | 1,674.2 | -3.34% | 4.550 | -0.15% | 0.000 | -0.04% | +0.78% | 122,890.0 | ||
BNDX | Vanguard Total International Bond ETF | 34,900 | 1,665.8 | -3.86% | 4.530 | -0.17% | 0.000 | -0.22% | +0.04% | 63,040.5 | ||
BWZ | SPDR Bloomberg Short Term International Treasury Bond ETF | 66,337 | 1,657.6 | -5.01% | 4.510 | -0.23% | 1.230 | +5.07% | +7.06% | 284.9 | ||
SCHP | Schwab U.S. Tips ETF | 31,550 | 1,634.3 | -4.83% | 4.440 | -0.22% | 0.010 | +0.49% | +2.32% | 12,813.3 | ||
JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 35,900 | 1,601.1 | +3.76% | 4.350 | +0.16% | 0.830 | +4.49% | +7.58% | 334.9 |
7Twelve Balanced Portfolio's Historical Top Holdings Breakdowns
7Twelve Balanced Portfolio Total Holding History ($B)
7Twelve Balanced Portfolio's Asset Allocation
7Twelve Balanced Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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7Twelve Balanced Portfolio's Hypothetical Growth since 2022-09-30
7Twelve Balanced Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
7Twelve Balanced Portfolio's Holdings Heat Map
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7Twelve Balanced Portfolio's Holdings Bubble Chart
7Twelve Balanced Portfolio News
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