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
$260M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.66M
3
+$5.84M
4
MSFT icon
Microsoft
MSFT
+$5.32M
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$872K 0.33%
+28,080
102
$833K 0.32%
+5,217
103
$822K 0.32%
+16,538
104
$815K 0.31%
+9,123
105
$810K 0.31%
+18,562
106
$805K 0.31%
+16,047
107
$781K 0.3%
+8,494
108
$760K 0.29%
+7,135
109
$757K 0.29%
+8,295
110
$752K 0.29%
+5,828
111
$745K 0.29%
+4,668
112
$744K 0.29%
+6,529
113
$738K 0.28%
+9,264
114
$734K 0.28%
+5,679
115
$720K 0.28%
+74,590
116
$693K 0.27%
+9,816
117
$641K 0.25%
+15,438
118
$613K 0.24%
+7,320
119
$588K 0.23%
+9,318
120
$583K 0.22%
+18,818
121
$572K 0.22%
+12,956
122
$571K 0.22%
+1,620
123
$566K 0.22%
+2,311
124
$565K 0.22%
+11,767
125
$556K 0.21%
+12,941
3 4
5
6 7