LC
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LILLEY & CO13F | |
| LILLEY & CO | |
| Last update 2014-08-29 | 103 Stocks (4 new) |
| Value $206.00 Mil | Turnover 4 % |
LILLEY & CO Top Holdings of 2014-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMLP | Alerian MLP ETF | 135,998 | 12,920.0 | -0.14% | 6.280 | -0.01% | 0.400 | -3.53% | -1.49% | 9,710.4 | ||
EFA | iShares MSCI EAFE ETF | 170,791 | 11,677.0 | +15.83% | 5.670 | +0.78% | 0.020 | +5.21% | +4.44% | 55,485.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 221,393 | 9,549.0 | +0.26% | 4.640 | +0.01% | 0.010 | +0.78% | -2.04% | 81,615.8 | ||
EPP | iShares MSCI Pacific ex Japan ETF | 142,459 | 7,016.0 | +1.37% | 3.410 | +0.05% | 0.280 | -2.45% | -3.72% | 1,746.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 106,546 | 5,971.0 | +0.69% | 2.900 | +0.02% | 0.010 | -15.37% | -16.94% | 71,611.4 | ||
IWM | iShares Russell 2000 ETF | 48,519 | 5,764.0 | +0.65% | 2.800 | +0.02% | 0.020 | -14.78% | -16.38% | 57,125.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 189,225 | 5,415.0 | +0.16% | 2.630 | 0% | 0.020 | -11.91% | -12.50% | 83,453.7 | ||
XOM | Exxon Mobil Corp | 51,104 | 5,145.0 | +0.95% | 2.500 | +0.02% | 0.000 | -2.33% | -3.26% | 446,110.8 | Oil & Gas | |
ABBV | AbbVie Inc | 88,736 | 5,009.0 | -2.83% | 2.430 | -0.07% | 0.010 | +0.87% | -0.56% | 309,659.6 | Drug Manufacturers | |
ABT | Abbott Laboratories | 122,240 | 5,000.0 | +1.14% | 2.430 | +0.03% | 0.010 | +13.57% | +12.76% | 220,051.0 | Medical Devices & Instruments |
LILLEY & CO's Historical Top Holdings Breakdowns
LILLEY & CO Total Holding History ($B)
LILLEY & CO's Asset Allocation
LILLEY & CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LILLEY & CO's Hypothetical Growth since 2014-06-30
LILLEY & CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LILLEY & CO's Holdings Heat Map
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LILLEY & CO's Holdings Bubble Chart
LILLEY & CO News
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