LEONETTI & ASSOCIATES Overview

Leonetti & Associates Llc is an investment advisor that manages 631.8 MM dollars in regulatory AUM and has 16 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/08 to 09/30/16. The fund's latest filing disclosed 354MM in positions, representing 56% of the manager's regulatory AUM.

LEONETTI & ASSOCIATES StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LEONETTI & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWM 12.93% ETF 11.35% 0.84% 0 16%
QQQ 10.38% ETF 0.66% -0.46% 0 16%
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FEATURED IN
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LEONETTI & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Michael E. Leonetti Chief Executive Officer And Manager March-2008
Deborah L. Feldman President And Manager March-2008
John R. Obrien Chief Compliance Officer March-2008
Michael E. Leonetti Member And Trustee Of The Michael E. Leonetti Second Restatement Of Trust Dated July 25, 2013 December-2014

LEONETTI & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

LEONETTI & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify what the market trend is, and to predict how long the trend may last and when that trend might reverse.

Fundamental Research. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental evaluation does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless...
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LEONETTI & ASSOCIATES Portfolio Concentration

LEONETTI & ASSOCIATES Location

1130 LAKE COOK ROAD
SUITE 300
BUFFALO GROVE, Illinois
UNITED STATES, 60089-1976

LEONETTI & ASSOCIATES Contact Information

Phone Number: 847-520-0999
Fax Number: 847-520-5475
Website:

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