LI

Leap Investments Portfolio holdings

AUM $152M
1-Year Est. Return 3.64%
This Quarter Est. Return
1 Year Est. Return
-3.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.25M
3 +$1.14M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.04M
5
TDS icon
Telephone and Data Systems
TDS
+$1.01M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.17%
2 Healthcare 15.35%
3 Industrials 11.9%
4 Technology 10.24%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$65K 0.09%
+625
227
$65K 0.09%
+2,129
228
$60K 0.08%
+6
229
$60K 0.08%
+3,439
230
$57K 0.08%
+17,420
231
$57K 0.08%
+14,129
232
$52K 0.07%
+15,504
233
$50K 0.07%
+12,550
234
$42K 0.06%
+10,312
235
$40K 0.05%
+11,811
236
$38K 0.05%
+559
237
$35K 0.05%
+10,000
238
$32K 0.04%
+204
239
$26K 0.04%
+10,800