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
$426M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.69M
3
+$5.61M
4
NKE icon
Nike
NKE
+$3.44M
5
AAPL icon
Apple
AAPL
+$1.8M

Top Sells

1
+$4.94M
2
+$3.7M
3
+$2.91M
4
GLD icon
SPDR Gold Trust
GLD
+$2.78M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.27M

Sector Composition

1 Technology 15.2%
2 Financials 10.52%
3 Consumer Discretionary 8.73%
4 Healthcare 8.59%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$471K 0.11%
+1,793
177
$464K 0.11%
+3,886
178
$455K 0.11%
7,633
+542
179
$444K 0.1%
12,499
-14,686
180
$416K 0.1%
4,406
-1,173
181
$410K 0.1%
1,934
-64
182
$408K 0.1%
2,009
183
$405K 0.1%
3,666
-486
184
$404K 0.09%
5,841
+2,257
185
$386K 0.09%
5,237
-431
186
$383K 0.09%
2,256
+5
187
$378K 0.09%
2,560
-3,505
188
$366K 0.09%
2,234
-2,187
189
$354K 0.08%
4,516
-9
190
$351K 0.08%
1,708
+4
191
$349K 0.08%
+27,456
192
$349K 0.08%
+2,767
193
$336K 0.08%
5,511
-5,879
194
$331K 0.08%
4,770
+4
195
$326K 0.08%
5,276
-5,592
196
$324K 0.08%
3,484
-204
197
$321K 0.08%
856
-4
198
$320K 0.08%
2,134
-2,044
199
$317K 0.07%
4,376
-368
200
$313K 0.07%
+3,923
6 7
8
9 10