LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$255M
1-Year Est. Return
49.26%
This Fund
S&P 500
1 Year Est. Return
+49.26%
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 | |
|---|---|---|---|---|---|---|
101
SoFi Technologies
SOFI
$20.5B
| – | – |
-16,000
|
|
||
102
Sportradar
SRAD
$3.76B
| – | – |
-15,100
|
|
||
103
UnitedHealth
UNH
$362B
| – | – |
-6,254
|
|
||
104
Clear Secure
YOU
$5.76B
| – | – |
-14,725
|
|
||
105
Zeta Global
ZETA
$4.13B
| – | – |
-25,800
|
|
||
106
Rubrik
RBRK
$12.9B
| – | – |
-5,775
|
|
||
|
LIF
107
Life360
LIF
$3.25B
| – | – |
-6,200
|
|
||
|
STRK
108
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$557M
| – | – |
-6,075
|
|
||
|
CRCL
109
Circle Internet Group
CRCL
$30.8B
| – | – |
-3,275
|
|