CL
Choreo LLC Portfolio holdings
AUM
$7.17B
1-Year Return
17.41%
This Quarter Return
+4.29%
1 Year Return
+17.41%
3 Year Return
+58.45%
5 Year Return
+93.94%
10 Year Return
+171.82%
AUM
$762M
AUM Growth
+$52.4M
(+7.4%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
283
New
24
Increased
151
Reduced
78
Closed
16
Top Buys
| 1 |
Home Depot
HD
|
$6.69M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.51M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.93M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$3.42M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.07M |
Top Sells
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Technology | 3.74% |
| 3 | Healthcare | 2.67% |
| 4 | Consumer Staples | 2.61% |
| 5 | Consumer Discretionary | 2.32% |
