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
$268M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$879K
2
+$842K
3
+$693K

Top Sells

1
+$5.89M
2
+$3.15M
3
+$2.25M
4
LOGM
LogMein, Inc.
LOGM
+$1.3M
5
DELL icon
Dell
DELL
+$1.03M

Sector Composition

1 Technology 61.54%
2 Communication Services 26.2%
3 Consumer Discretionary 7.55%
4 Financials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 10.92%
287,923
-58,000
2
$25M 9.35%
634,960
-80,000
3
$22.5M 8.39%
430,000
4
$15.8M 5.9%
90,000
5
$15M 5.61%
200,000
-30,000
6
$14.8M 5.52%
135,980
7
$13.7M 5.13%
60,750
8
$12.9M 4.84%
360,000
9
$12.6M 4.71%
150,000
10
$11.4M 4.27%
195,000
+15,000
11
$11M 4.09%
80,000
12
$10.8M 4.04%
54,950
13
$9.87M 3.68%
190,520
14
$9.83M 3.67%
75,000
15
$9.46M 3.53%
209,500
16
$9.35M 3.49%
215,769
+16,000
17
$8.71M 3.25%
85,000
18
$8.29M 3.1%
105,000
19
$5.87M 2.19%
125,000
20
$5.19M 1.94%
185,000
+30,000
21
$3.88M 1.45%
14,500
22
$1.85M 0.69%
100,000
23
$574K 0.21%
23,187
-41,450
24
– –
-14,606