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
$2.32M
AUM Growth
+$724K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$555K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 46.07%
2 Financials 29.98%
3 Consumer Discretionary 23.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.07M 46.07%
7,376
2
$695K 29.98%
2,911
3
$555K 23.94%
+3,393