AL

Agran Libbie Portfolio holdings

AUM $425M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$859K
3 +$424K
4
KMI icon
Kinder Morgan
KMI
+$377K
5
WFC icon
Wells Fargo
WFC
+$362K

Top Sells

1 +$618K
2 +$429K
3 +$362K
4
INTC icon
Intel
INTC
+$360K
5
CVX icon
Chevron
CVX
+$337K

Sector Composition

1 Technology 14.02%
2 Financials 13.9%
3 Energy 12.82%
4 Healthcare 12.66%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,700