LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
-8.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$628M
AUM Growth
–
Cap. Flow
+$628M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.49%
Holding
244
New
244
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$53.3M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$49.7M |
| 3 |
Affirm
AFRM
|
$48.6M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$32M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$25.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.75% |
| 2 | Healthcare | 11.48% |
| 3 | Consumer Discretionary | 7.73% |
| 4 | Real Estate | 3.52% |
| 5 | Consumer Staples | 1.69% |
