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
$623M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$4M
3
+$3.85M
4
VEEV icon
Veeva Systems
VEEV
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.67M

Top Sells

1
+$24.9M
2
+$4.15M
3
+$2.71M
4
AMD icon
Advanced Micro Devices
AMD
+$2.45M
5
PANW icon
Palo Alto Networks
PANW
+$2M

Sector Composition

1 Technology 71.75%
2 Communication Services 12.57%
3 Consumer Discretionary 7.28%
4 Financials 4.9%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.37%
15,500
27
$2.05M 0.33%
55,000
28
$1.75M 0.28%
13,500
-191,500
29
$1.64M 0.26%
28,000
30
$1.63M 0.26%
150,000
31
$1.28M 0.21%
17,000
32
$1.13M 0.18%
43,500
33
$627K 0.1%
145,865
34
– –
-30,520
1
2