CL

Choreo LLC Portfolio holdings

AUM $7.67B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$3.46M
3
+$2.82M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.37M

Top Sells

1
+$3.59M
2
+$3.12M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
HD icon
Home Depot
HD
+$1M

Sector Composition

1 Technology 4.21%
2 Financials 3.83%
3 Consumer Discretionary 2.38%
4 Consumer Staples 2.21%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
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