LP

LB Partners Portfolio holdings

AUM $108M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$15.3M
3 +$8.16M
4
RELY icon
Remitly
RELY
+$6.5M
5
AXP icon
American Express
AXP
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 55.94%
2 Financials 11.93%
3 Technology 8.53%
4 Consumer Discretionary 6.38%
5 Energy 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$172K 0.19%
+1,000
27
$111K 0.12%
+36,000