LIP
Landmark Investment Partners Portfolio holdings
AUM
$117M
1-Year Est. Return
3.94%
This Fund
S&P 500
1 Year Est. Return
-3.94%
AUM
$122M
AUM Growth
-$101M
(-45%)
Holding
79
Top Buys
| 1 | +$7.62M | |
| 2 | +$6.74M | |
| 3 | +$2.2M | |
| 4 |
BHR
Braemar Hotels & Resorts
BHR
|
+$1.95M |
| 5 |
AvalonBay Communities
AVB
|
+$271K |
Top Sells
| 1 | +$16.7M | |
| 2 | +$15.2M | |
| 3 | +$11.2M | |
| 4 |
Douglas Emmett
DEI
|
+$10.4M |
| 5 |
CBRE Group
CBRE
|
+$9M |
Sector Composition
| 1 | Real Estate | 61.25% |
| 2 | Financials | 14.35% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 5.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Wyndham Hotels & Resorts
WH
$5.77B
| – | – |
0
|
|
||
77
W.P. Carey
WPC
$16.3B
| – | – |
0
|
|
||
78
WillScot Mobile Mini Holdings
WSC
$3.48B
| – | – |
0
|
|
||
79
Weyerhaeuser
WY
$17.7B
| – | – |
0
|
|