CL

Choreo LLC Portfolio holdings

AUM $7.85B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$11.8M
3
+$9.73M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$9.19M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.35M

Top Sells

1
+$4.75M
2
+$3.98M
3
+$3.37M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$2.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.81M

Sector Composition

1 Technology 3.81%
2 Financials 3.36%
3 Consumer Discretionary 2.15%
4 Consumer Staples 2.01%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
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