LBD

Landsberg Bennett & Dubbaneh Portfolio holdings

AUM $785M
1-Year Est. Return 22.85%
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$697M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.8M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$7.43M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$7.42M

Top Sells

1
+$34M
2
+$23.9M
3
+$4.96M
4
AVGO icon
Broadcom
AVGO
+$2.29M
5
EQIX icon
Equinix
EQIX
+$2.19M

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 11.87%
3 Healthcare 8.93%
4 Industrials 7.03%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.04%
+5,122
227
$278K 0.04%
+4,281
228
$275K 0.04%
5,032
229
$274K 0.04%
+1,467
230
$268K 0.04%
+3,240
231
$268K 0.04%
+761
232
$266K 0.04%
7,320
-3,404
233
$266K 0.04%
+2,634
234
$262K 0.04%
+539
235
$260K 0.04%
+915
236
$253K 0.04%
20,769
+3,000
237
$250K 0.04%
1,061
-58
238
$248K 0.04%
+3,138
239
$228K 0.03%
+8,878
240
$225K 0.03%
1,395
-22
241
$225K 0.03%
+2,072
242
$223K 0.03%
+462
243
$220K 0.03%
+2,926
244
$209K 0.03%
+1,694
245
$209K 0.03%
+1,344
246
$208K 0.03%
+1,521
247
$208K 0.03%
1,088
-223
248
$204K 0.03%
+3,000
249
$204K 0.03%
+976
250
$203K 0.03%
+3,425
7 8 9
10
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