LB
Leo Brokerage Portfolio holdings
AUM
$876M
This Quarter Return
+4.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$670M
AUM Growth
–
Cap. Flow
+$670M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
298
New
298
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$50M |
| 2 |
Johnson & Johnson
JNJ
|
$45.2M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$37.8M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$29.9M |
| 5 |
Avantis US Equity ETF
AVUS
|
$26.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 10.59% |
| 2 | Technology | 8.67% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Real Estate | 2.67% |
| 5 | Communication Services | 2.63% |
