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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$16.1M
3
+$8.14M
4
META icon
Meta Platforms (Facebook)
META
+$7.95M
5
CTXS
Citrix Systems Inc
CTXS
+$7.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 70.73%
2 Communication Services 23.16%
3 Financials 4.88%
4 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 13.13%
+289,923
2
$16.1M 13.12%
+610,960
3
$8.14M 6.64%
+299,769
4
$7.95M 6.49%
+76,000
5
$7.94M 6.48%
+131,859
6
$7.59M 6.19%
+80,750
7
$7.39M 6.03%
+190,000
8
$7.23M 5.9%
+190,520
9
$5.97M 4.88%
+165,000
10
$5.8M 4.73%
+70,000
11
$5.63M 4.6%
+58,350
12
$5.46M 4.45%
+100,000
13
$5.1M 4.16%
+139,500
14
$4.48M 3.65%
+247,030
15
$4.18M 3.41%
+162,750
16
$2.76M 2.25%
+80,000
17
$2.6M 2.12%
+52,000
18
$1.51M 1.23%
+55,000
19
$624K 0.51%
+30,000