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
51
$3.66M 0.53%
62,677
-8,679
52
$3.63M 0.52%
12,342
-1,025
53
$3.62M 0.52%
9,967
+727
54
$3.59M 0.52%
48,952
+1,061
55
$3.55M 0.51%
5,577
+2,194
56
$3.54M 0.51%
18,071
-5,243
57
$3.53M 0.51%
28,528
+5,563
58
$3.46M 0.5%
34,448
-1,122
59
$3.33M 0.48%
25,833
-4,825
60
$3.31M 0.48%
47,589
+11,400
61
$3.27M 0.47%
41,664
+16,077
62
$3.18M 0.46%
36,331
-3,258
63
$3.17M 0.45%
24,661
+8,919
64
$3.16M 0.45%
35,814
-350
65
$3.12M 0.45%
145,985
-26,030
66
$3.12M 0.45%
11,560
-465
67
$3.08M 0.44%
37,753
+2,168
68
$3.06M 0.44%
4,520
-3,228
69
$3.04M 0.44%
24,202
+3,411
70
$3.02M 0.43%
41,644
+6,786
71
$2.99M 0.43%
32,676
+6,480
72
$2.97M 0.43%
53,248
-15,308
73
$2.97M 0.43%
50,284
+1,354
74
$2.95M 0.42%
10,080
+2,409
75
$2.86M 0.41%
22,744
+2,609
1 2
3
4 5