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Croft-Leominster Portfolio holdings

AUM $107M
1-Year Est. Return 27.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.73M
3
+$5.34M
4
XPO icon
XPO
XPO
+$4.51M
5
MSFT icon
Microsoft
MSFT
+$4.21M

Top Sells

1
+$7.56M
2
+$6.83M
3
+$5.15M
4
GAP
The Gap Inc
GAP
+$4.87M
5
S
Sprint Corporation
S
+$3.92M

Sector Composition

1 Financials 25.93%
2 Industrials 13.43%
3 Consumer Discretionary 12.59%
4 Technology 9.39%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
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