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
126
$875K 0.13%
16,212
+2,809
127
$873K 0.13%
3,893
+633
128
$859K 0.12%
6,339
-1,329
129
$846K 0.12%
15,652
+2,789
130
$824K 0.12%
2,539
+452
131
$812K 0.12%
7,478
+431
132
$791K 0.11%
5,890
-392
133
$790K 0.11%
16,175
+3,545
134
$787K 0.11%
5,666
+1,165
135
$781K 0.11%
22,776
+4,951
136
$776K 0.11%
9,330
+1,672
137
$769K 0.11%
6,033
-1,338
138
$751K 0.11%
+11,934
139
$745K 0.11%
8,259
+1,938
140
$738K 0.11%
45,428
141
$734K 0.11%
32,555
+8,035
142
$725K 0.1%
5,660
+1,318
143
$716K 0.1%
11,355
+2,449
144
$713K 0.1%
29,634
+7,045
145
$708K 0.1%
14,640
+3,367
146
$707K 0.1%
4,996
-9,773
147
$697K 0.1%
2,164
+511
148
$685K 0.1%
4,208
-2
149
$685K 0.1%
13,429
-2,777
150
$679K 0.1%
80,297
+18,046
4 5
6
7 8