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
101
$1.71M 0.24%
+9,818
102
$1.63M 0.23%
4,492
+1,128
103
$1.57M 0.23%
9,023
-899
104
$1.57M 0.23%
18,903
+13,044
105
$1.55M 0.22%
6,213
-12
106
$1.46M 0.21%
+6,227
107
$1.41M 0.2%
2,579
-1,018
108
$1.4M 0.2%
7,568
+1,018
109
$1.38M 0.2%
5,143
-1,244
110
$1.35M 0.19%
19,430
+2,394
111
$1.19M 0.17%
2,961
+93
112
$1.12M 0.16%
2,795
+358
113
$1.12M 0.16%
12,423
+3,841
114
$1.12M 0.16%
17,823
+5,339
115
$1.1M 0.16%
+4,461
116
$1.1M 0.16%
8,033
-36,159
117
$1.03M 0.15%
26,602
+6,499
118
$1.02M 0.15%
10,573
+159
119
$1.01M 0.14%
13,033
+1,687
120
$954K 0.14%
6,752
-5,898
121
$925K 0.13%
12,646
+3,234
122
$916K 0.13%
4,301
+1,927
123
$895K 0.13%
3,537
+393
124
$884K 0.13%
3,423
-173
125
$879K 0.13%
5,134
+168
3 4
5
6 7