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
$501M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.72M
3
+$1.65M
4
EBAY icon
eBay
EBAY
+$1.1M
5
CRM icon
Salesforce
CRM
+$719K

Top Sells

1
+$10.9M
2
+$3.05M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$1.38M
5
NVDA icon
NVIDIA
NVDA
+$1.21M

Sector Composition

1 Technology 65.59%
2 Communication Services 15.97%
3 Consumer Discretionary 9.19%
4 Financials 5.57%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 0.59%
30,520
27
$2.86M 0.57%
23,000
28
$2.7M 0.54%
18,000
29
$2.61M 0.52%
200,000
-10,000
30
$2.09M 0.42%
24,000
+1,000
31
$1.85M 0.37%
55,000
32
$1.19M 0.24%
145,865
33
$1.15M 0.23%
43,500
34
$975K 0.19%
17,000
35
– –
-500,000
1
2