LBD
Landsberg Bennett & Dubbaneh Portfolio holdings
AUM
$785M
This Quarter Return
-9.94%
1 Year Return
+22.85%
3 Year Return
+72.26%
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
–
Cap. Flow
+$260M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
191
New
191
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$16.3M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$9.66M |
| 3 |
ProShares Short S&P500
SH
|
$5.84M |
| 4 |
Microsoft
MSFT
|
$5.32M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Financials | 8.89% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 7.89% |
| 5 | Industrials | 7.87% |
