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
$137M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.25M
3
+$1.95M
4
VNO icon
Vornado Realty Trust
VNO
+$1.53M
5
TRNO icon
Terreno Realty
TRNO
+$1.44M

Top Sells

1
+$5.51M
2
+$3.92M
3
+$3.25M
4
GRT
GLIMCHER REALTY TRUST
GRT
+$3.2M
5
PSA icon
Public Storage
PSA
+$1.52M

Sector Composition

1 Real Estate 95.97%
2 Consumer Discretionary 2.36%
3 Healthcare 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,158
52
– –
-13,700
53
– –
-236,553
1 2
3