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
$588M
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.7M
3
+$12.6M
4
INTC icon
Intel
INTC
+$9.57M
5
AMD icon
Advanced Micro Devices
AMD
+$8.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 65.89%
2 Communication Services 17.48%
3 Consumer Discretionary 9.65%
4 Financials 6.26%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.18%
571,500
27
$5.92M 1.01%
130,000
28
$2.31M 0.39%
66,500
+33,800
29
$2.31M 0.39%
71,849
+15,849
30
$2.03M 0.35%
29,500
+10,820
31
$1.91M 0.33%
83,147
+48,206
32
$1.6M 0.27%
125,500
+56,000
33
$1.27M 0.22%
12,800
+6,800
34
$1.21M 0.21%
17,088
+5,688
35
$1.1M 0.19%
+26,500
36
$930K 0.16%
17,000
+6,500
37
$864K 0.15%
11,500
+2,900
1
2