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
201
$329K 0.05%
3,123
+568
202
$326K 0.05%
1,926
-124
203
$324K 0.05%
2,127
+651
204
$322K 0.05%
1,359
-707
205
$321K 0.05%
3,178
-2,024
206
$316K 0.05%
2,589
+707
207
$315K 0.05%
2,714
+697
208
$314K 0.05%
16,304
+3,360
209
$311K 0.04%
+3,790
210
$310K 0.04%
+2,767
211
$306K 0.04%
4,223
+1,153
212
$306K 0.04%
+4,640
213
$305K 0.04%
+1,464
214
$302K 0.04%
+7,953
215
$302K 0.04%
2,840
+520
216
$299K 0.04%
3,224
+577
217
$297K 0.04%
+2,731
218
$295K 0.04%
+1,285
219
$294K 0.04%
+2,444
220
$287K 0.04%
+5,460
221
$286K 0.04%
5,410
+510
222
$285K 0.04%
4,569
+307
223
$281K 0.04%
2,414
-624
224
$278K 0.04%
+1,847
225
$278K 0.04%
+5,720
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