LBS

Lawrence B. Seidman Portfolio holdings

AUM $79.8M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.9M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.29M
3
+$2.72M
4
PGC icon
Peapack-Gladstone Financial
PGC
+$1.98M
5
PBFS icon
Pioneer Bancorp
PBFS
+$1.91M

Top Sells

1
+$1.01M
2
+$209K
3
+$39.6K

Sector Composition

1 Financials 99.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360K 0.44%
+45,000
27
$290K 0.35%
25,000
-75,000
28
$194K 0.24%
+12,982
29
– –
-7,616
1
2