LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
+11.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+28%)
Cap. Flow
+$32.8M
Cap. Flow
% of AUM
10.57%
Top 10 Holdings %
Top 10 Hldgs %
46.98%
Holding
186
New
61
Increased
43
Reduced
62
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$10.3M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$7.82M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.73M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$4.46M |
| 5 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$3.92M |
Top Sells
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Consumer Discretionary | 3.56% |
| 3 | Consumer Staples | 2.73% |
| 4 | Industrials | 2.13% |
| 5 | Healthcare | 1.91% |
