LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
+4.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(+14%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
9%
Top 10 Holdings %
Top 10 Hldgs %
46.46%
Holding
200
New
27
Increased
80
Reduced
56
Closed
20
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$5.43M |
| 2 |
SI
Silvergate Capital Corporation
SI
|
$3.9M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$3.34M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$2.57M |
| 5 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
$2.33M |
Top Sells
Sector Composition
| 1 | Technology | 6.49% |
| 2 | Consumer Discretionary | 2.75% |
| 3 | Consumer Staples | 2.39% |
| 4 | Financials | 2.34% |
| 5 | Industrials | 2.18% |
