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
$521M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.19M
3
+$2.43M
4
FSLR icon
First Solar
FSLR
+$1.5M
5
QLYS icon
Qualys
QLYS
+$786K

Top Sells

1
+$6.03M
2
+$2.95M
3
+$1.95M
4
VIAV icon
Viavi Solutions
VIAV
+$526K
5
CYBR icon
CyberArk
CYBR
+$324K

Sector Composition

1 Technology 69.08%
2 Communication Services 14.57%
3 Consumer Discretionary 7.4%
4 Financials 5.61%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 9.45%
205,000
2
$39.7M 7.63%
450,000
3
$31M 5.96%
220,000
4
$29.2M 5.61%
84,000
+7,000
5
$28.1M 5.4%
400,000
6
$27.4M 5.27%
393,000
+60,000
7
$26.6M 5.12%
205,000
-15,000
8
$25.9M 4.97%
308,000
9
$25.5M 4.89%
280,000
10
$23.4M 4.49%
60,000
11
$21.3M 4.08%
260,000
12
$20.2M 3.88%
60,000
13
$19.2M 3.69%
145,000
14
$16.9M 3.25%
195,000
15
$16.5M 3.17%
135,000
16
$15M 2.88%
93,000
17
$14.9M 2.87%
80,000
18
$13.6M 2.61%
210,000
19
$12.7M 2.44%
+260,000
20
$12.6M 2.43%
305,000
21
$11.7M 2.25%
205,000
22
$10.2M 1.97%
700,000
23
$7.15M 1.37%
150,000
24
$5.99M 1.15%
40,000
+10,000
25
$2.95M 0.57%
23,000
1
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