Skip to main content

What types of assets are included in the Managed Portfolio?

Yanmo avatar
Written by Yanmo
Updated over a week ago

The Managed Portfolio managed by Xantos Labs LLC, the Registered Investment Adviser focuses primarily on stocks, carefully selected to create a well-balanced and diversified portfolio. However, to provide greater transparency, we highlight the top five sectors we invest in.

You can view these sectors on the Allocation Page of the Managed Portfolio, where you will find:

  • A breakdown of the different asset classes included in the portfolio.

  • The allocation percentages assigned to each sector.

  • A detailed list of stocks that make up the portfolio.

This allows you to track where your money is being invested and understand the sectoral distribution of your portfolio.

Did this answer your question?