LA
Leonetti & Associates Portfolio holdings
AUM
$272M
1-Year Return
4.82%
This Quarter Return
+5.9%
1 Year Return
+4.82%
3 Year Return
+49.49%
5 Year Return
+71.44%
10 Year Return
–
AUM
$354M
AUM Growth
+$5.22M
(+1.5%)
Cap. Flow
-$8.22M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
60.46%
Holding
46
New
5
Increased
15
Reduced
18
Closed
7
Top Buys
| 1 |
SPDR S&P Biotech ETF
XBI
|
$10.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$9.84M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$8.83M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$4.27M |
| 5 |
iShares MSCI India ETF
INDA
|
$4.06M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$9.65M |
| 2 |
GE Aerospace
GE
|
$7.32M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$7.24M |
| 4 |
Accenture
ACN
|
$6.8M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$5.81M |
Sector Composition
| 1 | Consumer Discretionary | 4.7% |
| 2 | Industrials | 3.78% |
| 3 | Consumer Staples | 3.44% |
| 4 | Healthcare | 3.41% |
| 5 | Communication Services | 2.97% |
