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
126
$553K 0.21%
+3,468
127
$551K 0.21%
+18,148
128
$550K 0.21%
+8,934
129
$549K 0.21%
+20,500
130
$531K 0.2%
+5,333
131
$516K 0.2%
+4,740
132
$506K 0.19%
+1,776
133
$505K 0.19%
+45,428
134
$483K 0.19%
+2,366
135
$476K 0.18%
+3,193
136
$471K 0.18%
+35,624
137
$464K 0.18%
+4,761
138
$461K 0.18%
+18,649
139
$457K 0.18%
+1,842
140
$454K 0.17%
+6,794
141
$440K 0.17%
+14,684
142
$436K 0.17%
+19,709
143
$434K 0.17%
+6,071
144
$431K 0.17%
+6,944
145
$429K 0.16%
+6,970
146
$416K 0.16%
+8,111
147
$409K 0.16%
+7,276
148
$408K 0.16%
+2,734
149
$407K 0.16%
+1,999
150
$407K 0.16%
+9,315
4 5
6
7 8