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
176
$430K 0.06%
2,380
+548
177
$407K 0.06%
4,447
178
$391K 0.06%
9,537
-388
179
$389K 0.06%
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+2,330
180
$388K 0.06%
6,330
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181
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6,245
+1,157
182
$385K 0.06%
6,606
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183
$383K 0.06%
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184
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2,563
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185
$378K 0.05%
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186
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187
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6,078
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188
$373K 0.05%
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189
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190
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15,014
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191
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194
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195
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196
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5,013
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197
$338K 0.05%
1,191
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198
$333K 0.05%
+1,794
199
$332K 0.05%
1,060
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200
$332K 0.05%
675
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8
9 10