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
26
$5.45M 0.78%
71,982
-5,282
27
$5.43M 0.78%
45,651
-1,288
28
$5.32M 0.76%
21,915
-1,243
29
$5.14M 0.74%
25,382
-145
30
$4.85M 0.7%
13,063
+529
31
$4.7M 0.67%
21,674
+2,113
32
$4.69M 0.67%
14,498
-3,814
33
$4.69M 0.67%
18,957
+4,187
34
$4.67M 0.67%
21,189
-841
35
$4.63M 0.67%
42,372
-1,808
36
$4.6M 0.66%
6,003
-754
37
$4.6M 0.66%
15,396
+410
38
$4.6M 0.66%
43,020
-1,980
39
$4.59M 0.66%
21,193
-2,652
40
$4.51M 0.65%
61,288
+680
41
$4.39M 0.63%
158,548
+117,371
42
$4.37M 0.63%
26,114
-1,968
43
$4.26M 0.61%
21,919
-304
44
$4.17M 0.6%
19,049
+4,600
45
$4.02M 0.58%
290,920
+43,920
46
$3.97M 0.57%
36,757
-13,213
47
$3.93M 0.56%
34,445
-1,980
48
$3.89M 0.56%
12,993
-935
49
$3.8M 0.55%
48,039
+4,285
50
$3.72M 0.53%
33,642
+7,148
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