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
76
$2.86M 0.41%
5,916
+1,931
77
$2.78M 0.4%
51,610
-1,110
78
$2.64M 0.38%
48,216
+5,376
79
$2.51M 0.36%
21,206
+17,654
80
$2.46M 0.35%
96,294
-3,557
81
$2.44M 0.35%
19,594
+2,142
82
$2.25M 0.32%
5,689
+464
83
$2.18M 0.31%
48,267
+4,110
84
$2.16M 0.31%
5,736
-2,404
85
$2.15M 0.31%
4,708
+259
86
$2.14M 0.31%
43,236
+535
87
$2.11M 0.3%
4,168
+366
88
$2.06M 0.3%
11,418
-6,217
89
$2.04M 0.29%
41,268
-761
90
$1.98M 0.28%
8,888
+3,311
91
$1.93M 0.28%
14,887
+1,423
92
$1.91M 0.27%
37,466
-29,194
93
$1.88M 0.27%
6,241
+1,680
94
$1.85M 0.27%
42,625
+1,972
95
$1.84M 0.26%
80,173
-3,959
96
$1.77M 0.25%
9,713
-4,141
97
$1.76M 0.25%
8,484
-2,761
98
$1.74M 0.25%
17,485
+490
99
$1.73M 0.25%
9,149
+1,969
100
$1.72M 0.25%
+18,142
2 3
4
5 6