LA
Leonetti & Associates Portfolio holdings
AUM
$272M
This Quarter Return
+0.85%
1 Year Return
+4.82%
3 Year Return
+49.49%
5 Year Return
+71.44%
10 Year Return
–
AUM
$261M
AUM Growth
–
Cap. Flow
+$261M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.15%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$35.6M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$29.5M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$24.6M |
| 4 |
iShares US Real Estate ETF
IYR
|
$15.9M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$12.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 5.96% |
| 2 | Communication Services | 4.33% |
| 3 | Industrials | 4.04% |
| 4 | Consumer Staples | 2.81% |
| 5 | Financials | 2.23% |
