LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
+7.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.59%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$20.4M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
$15.5M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$12.9M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$9.39M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$9.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.36% |
| 2 | Consumer Discretionary | 3.2% |
| 3 | Consumer Staples | 2.4% |
| 4 | Healthcare | 2.06% |
| 5 | Communication Services | 1.87% |
