LFFS

La Francaise Forum Securities Portfolio holdings

AUM $22.9M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$3M
3 +$1.83M
4
KIM icon
Kimco Realty
KIM
+$1.55M
5
HLT icon
Hilton Worldwide
HLT
+$1.22M

Sector Composition

1 Real Estate 96.58%
2 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2K ﹤0.01%
26
-2,403