LBD
Landsberg Bennett & Dubbaneh Portfolio holdings
AUM
$785M
This Quarter Return
+2.95%
1 Year Return
+22.85%
3 Year Return
+72.26%
5 Year Return
–
10 Year Return
–
AUM
$697M
AUM Growth
+$697M
(+6.8%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
35.64%
Holding
264
New
42
Increased
118
Reduced
86
Closed
11
Top Buys
Top Sells
1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$34M |
2 |
SPDR Gold Trust
GLD
|
$23.9M |
3 |
SPDR S&P Biotech ETF
XBI
|
$4.96M |
4 |
Broadcom
AVGO
|
$2.29M |
5 |
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% |