LBS

Lawrence B. Seidman Portfolio holdings

AUM $79.8M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Sector Composition

1 Financials 71.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$951K 0.63%
95,000
-5,000
27
$805K 0.54%
+45,662
28
$495K 0.33%
59,913
29
-265,400
30
-182,168