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
$120M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$867K

Top Sells

1
+$4.42M
2
+$2.83M
3
+$1.15M
4
INFN
Infinera Corporation Common Stock
INFN
+$994K
5
ADBE icon
Adobe
ADBE
+$543K

Sector Composition

1 Technology 58.86%
2 Communication Services 27.73%
3 Consumer Discretionary 7.78%
4 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 14.46%
614,960
-100,000
2
$13.2M 11.02%
229,923
-20,000
3
$10.1M 8.36%
250,000
4
$8.59M 7.15%
67,000
-1,000
5
$8.22M 6.84%
75,750
-5,000
6
$7.54M 6.27%
180,000
7
$7.4M 6.16%
190,520
8
$7.28M 6.05%
90,000
9
$7.24M 6.03%
106,743
10
$6.76M 5.63%
165,000
11
$5.79M 4.81%
100,000
12
$5.32M 4.43%
48,350
13
$5.03M 4.18%
159,769
14
$4.3M 3.58%
109,500
15
$2.64M 2.2%
70,000
16
$1.81M 1.51%
55,000
17
$867K 0.72%
+64,637
18
$696K 0.58%
77,030
-110,000
19
– –
-162,750