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
$356M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.42M
3
+$4.46M
4
CTXS
Citrix Systems Inc
CTXS
+$3.68M
5
INTU icon
Intuit
INTU
+$3.68M

Top Sells

1
+$7.88M
2
+$4.46M
3
+$3.94M
4
PYPL icon
PayPal
PYPL
+$3.54M
5
MCHP icon
Microchip Technology
MCHP
+$2.37M

Sector Composition

1 Technology 64.86%
2 Communication Services 21.47%
3 Consumer Discretionary 9.68%
4 Financials 3.38%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.32%
56,000
+31,800
27
$877K 0.25%
32,700
+16,700
28
$864K 0.24%
18,680
+11,200
29
$779K 0.22%
69,500
+39,500
30
$765K 0.21%
34,941
+18,452
31
$748K 0.21%
11,400
+5,700
32
$549K 0.15%
10,500
+6,800
33
$513K 0.14%
6,000
+2,600
34
$400K 0.11%
8,600
+5,000
35
– –
-80,000
1
2