LF

Lannebo Fonder Portfolio holdings

AUM $758M
1-Year Est. Return 53.89%
This Quarter Est. Return
1 Year Est. Return
+53.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.57M
3
+$1.85M
4
PING
Ping Identity Holding Corp.
PING
+$588K
5
UPLD icon
Upland Software
UPLD
+$571K

Top Sells

1
+$3.23M
2
+$2.15M

Sector Composition

1 Technology 68.76%
2 Communication Services 19.17%
3 Consumer Discretionary 7.14%
4 Financials 4.29%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588K 0.16%
+24,200
27
$571K 0.15%
+16,000
28
$492K 0.13%
+7,480
29
$466K 0.12%
+5,700
30
$465K 0.12%
+16,489
31
$450K 0.12%
+30,000
32
$396K 0.1%
+3,400
33
$200K 0.05%
+3,600
34
$180K 0.05%
+3,700
1
2