LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$289M
1-Year Est. Return
40.17%
This Fund
S&P 500
1 Year Est. Return
+40.17%
AUM
$289M
AUM Growth
-$29.6M
(-9.3%)
Holding
112
Top Buys
| 1 | +$3.8M | |
| 2 | +$2.92M | |
| 3 | +$1.57M | |
| 4 |
Annaly Capital Management
NLY
|
+$698K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$579K |
Top Sells
| 1 | +$3.25M | |
| 2 | +$2.9M | |
| 3 | +$2.16M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$1.26M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.18M |
Sector Composition
| 1 | Technology | 41.29% |
| 2 | Communication Services | 14.46% |
| 3 | Financials | 13.18% |
| 4 | Industrials | 9.25% |
| 5 | Consumer Discretionary | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OPRA
101
Opera Ltd
OPRA
$1.39B
| – | – |
-21,550
|
|
||
102
Procter & Gamble
PG
$371B
| – | – |
-2,297
|
|
||
103
Pure Storage
PSTG
$20.4B
| – | – |
-7,500
|
|
||
104
Rocket Companies
RKT
$46.3B
| – | – |
-21,000
|
|
||
105
SoFi Technologies
SOFI
$23.7B
| – | – |
-16,000
|
|
||
106
Sportradar
SRAD
$5.79B
| – | – |
-15,100
|
|
||
107
UnitedHealth
UNH
$262B
| – | – |
-6,254
|
|
||
108
Clear Secure
YOU
$4.7B
| – | – |
-14,725
|
|
||
109
Zeta Global
ZETA
$4.44B
| – | – |
-25,800
|
|