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
151
$675K 0.1%
5,632
+1,331
152
$653K 0.09%
12,554
+1,200
153
$626K 0.09%
1,319
+311
154
$613K 0.09%
1,732
155
$590K 0.08%
36,408
+108
156
$587K 0.08%
2,059
-72
157
$558K 0.08%
6,931
+1,537
158
$535K 0.08%
1,616
-27
159
$530K 0.08%
11,662
+2,894
160
$529K 0.08%
2,009
161
$528K 0.08%
10,613
+1,125
162
$501K 0.07%
+2,239
163
$492K 0.07%
3,037
-147,657
164
$492K 0.07%
1,556
+2
165
$491K 0.07%
9,357
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166
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4,422
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167
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168
$476K 0.07%
5,406
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169
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7,360
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170
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14,329
-400
171
$469K 0.07%
+7,092
172
$454K 0.07%
11,464
+1,934
173
$437K 0.06%
2,308
-286
174
$436K 0.06%
8,491
+1,516
175
$435K 0.06%
3,155
+1,541
5 6
7
8 9