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
$712M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$9.08M
3
+$7.61M
4
FTNT icon
Fortinet
FTNT
+$5.91M
5
FSLR icon
First Solar
FSLR
+$3.78M

Top Sells

1
+$24.4M
2
+$16.5M
3
+$3.04M
4
SPSC icon
SPS Commerce
SPSC
+$1.34M
5
UPLD icon
Upland Software
UPLD
+$627K

Sector Composition

1 Technology 71.44%
2 Communication Services 11.86%
3 Consumer Discretionary 7.56%
4 Financials 4.73%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.34%
15,500
27
$2.37M 0.33%
18,208
-186,792
28
$2.07M 0.29%
28,000
29
$1.95M 0.27%
55,000
30
$1.68M 0.24%
150,000
31
$1.15M 0.16%
43,500
32
$1.11M 0.16%
17,000
33
– –
-145,865
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