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
$702M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.46M
3
+$6.82M
4
MA icon
Mastercard
MA
+$5.07M
5
AMZN icon
Amazon
AMZN
+$4.72M

Top Sells

1
+$12.4M
2
+$521K

Sector Composition

1 Technology 66.18%
2 Communication Services 16.98%
3 Consumer Discretionary 9.47%
4 Financials 6.69%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 1.08%
615,000
+43,500
27
$6.5M 0.93%
130,000
28
$3.43M 0.49%
110,000
+38,151
29
$3.32M 0.47%
88,000
+21,500
30
$2.62M 0.37%
106,703
+23,556
31
$2.15M 0.31%
183,000
+57,500
32
$2.13M 0.3%
28,500
+11,412
33
$2.11M 0.3%
45,000
+18,500
34
$1.99M 0.28%
19,200
+6,400
35
$1.94M 0.28%
34,500
+5,000
36
$1.6M 0.23%
20,500
+9,000
37
$750K 0.11%
+19,500
38
$693K 0.1%
17,000
39
$604K 0.09%
+78,635
1
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