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
$521M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.19M
3
+$2.43M
4
FSLR icon
First Solar
FSLR
+$1.5M
5
QLYS icon
Qualys
QLYS
+$786K

Top Sells

1
+$6.03M
2
+$2.95M
3
+$1.95M
4
VIAV icon
Viavi Solutions
VIAV
+$526K
5
CYBR icon
CyberArk
CYBR
+$324K

Sector Composition

1 Technology 69.08%
2 Communication Services 14.57%
3 Consumer Discretionary 7.4%
4 Financials 5.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.52%
30,520
27
$2.01M 0.39%
15,500
-2,500
28
$2M 0.38%
55,000
29
$1.58M 0.3%
150,000
-50,000
30
$1.41M 0.27%
28,000
+4,000
31
$1.04M 0.2%
43,500
32
$1.04M 0.2%
145,865
33
$960K 0.18%
17,000
34
$786K 0.15%
+7,000
35
– –
-70,000
36
– –
-105,000
1
2