LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
+15.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(+8.5%)
Cap. Flow
-$4.37M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
56.85%
Holding
199
New
11
Increased
89
Reduced
63
Closed
15
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.13M |
| 2 |
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
|
$2.37M |
| 3 |
Luminar Technologies
LAZR
|
$1.43M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$1.11M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.04M |
Top Sells
| 1 |
Affirm
AFRM
|
$6.13M |
| 2 |
Fidelity Dividend ETF for Rising Rates
FDRR
|
$4.74M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$2.8M |
| 4 |
KraneShares MSCI All China Health Care Index ETF
KURE
|
$1.65M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$1.33M |
Sector Composition
| 1 | Technology | 26.46% |
| 2 | Consumer Discretionary | 5.25% |
| 3 | Consumer Staples | 1.66% |
| 4 | Financials | 1.55% |
| 5 | Industrials | 1.48% |
