LIM

Lancaster Investment Management Portfolio holdings

AUM $233M
1-Year Est. Return 5.88%
This Quarter Est. Return
1 Year Est. Return
+5.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$924K
2 +$670K

Top Sells

1 +$27.5M

Sector Composition

1 Communication Services 57.97%
2 Financials 42.03%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$924K 57.97%
+7,376
2
$670K 42.03%
+2,911
3
-298,825