LFS

Leibman Financial Services Portfolio holdings

AUM $136M
1-Year Est. Return 21.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.77M
3
+$2.74M
4
SE icon
Sea Limited
SE
+$1.8M
5
MELI icon
Mercado Libre
MELI
+$1.25M

Top Sells

1
+$3.71M
2
+$2.57M
3
+$2.54M
4
CAVA icon
CAVA Group
CAVA
+$2.2M
5
TECK icon
Teck Resources
TECK
+$876K

Sector Composition

1 Consumer Discretionary 18.48%
2 Technology 10.58%
3 Communication Services 9.59%
4 Consumer Staples 8.13%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USFR icon
1
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$12.3M 9.04%
244,499
-50,994
EPI icon
2
WisdomTree India Earnings Fund ETF
EPI
$2.19B
$5.63M 4.13%
137,944
+5,957
AVDV icon
3
Avantis International Small Cap Value ETF
AVDV
$18.4B
$5.35M 3.93%
53,530
-5,566
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.02T
$4.51M 3.31%
9,409
+294
TECK icon
5
Teck Resources
TECK
$27.7B
$4.28M 3.14%
82,738
-16,359
AMGN icon
6
Amgen
AMGN
$182B
$4.17M 3.07%
11,865
+76
DGS icon
7
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
$4.06M 2.98%
67,567
+1,706
BMY icon
8
Bristol-Myers Squibb
BMY
$118B
$4.06M 2.98%
+66,907
TMUS icon
9
T-Mobile US
TMUS
$219B
$3.93M 2.88%
18,698
+2,569
SFM icon
10
Sprouts Farmers Market
SFM
$6.66B
$3.89M 2.86%
+50,477
AMZN icon
11
Amazon
AMZN
$2.83T
$3.86M 2.84%
18,541
-525
KNSL icon
12
Kinsale Capital Group
KNSL
$7.6B
$3.31M 2.43%
9,679
+241
CASY icon
13
Casey's General Stores
CASY
$28.6B
$3.24M 2.38%
4,449
-57
TGT icon
14
Target
TGT
$57.5B
$3.19M 2.34%
26,332
+126
ILF icon
15
iShares Latin America 40 ETF
ILF
$4.86B
$3.14M 2.3%
88,292
+1,354
AAPL icon
16
Apple
AAPL
$3.96T
$3.13M 2.3%
12,333
-63
SMIN icon
17
iShares MSCI India Small-Cap ETF
SMIN
$620M
$3.11M 2.28%
51,900
+3,244
LULU icon
18
lululemon athletica
LULU
$15.9B
$3.05M 2.24%
19,930
-2,272
CAVA icon
19
CAVA Group
CAVA
$10.6B
$3.01M 2.21%
37,207
-30,117
FCX icon
20
Freeport-McMoran
FCX
$81.4B
$2.94M 2.16%
50,039
-42,090
MELI icon
21
Mercado Libre
MELI
$88.7B
$2.84M 2.08%
1,641
+649
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.21T
$2.83M 2.08%
9,854
-2,419
PLD icon
23
Prologis
PLD
$129B
$2.71M 1.99%
20,465
+219
CALM icon
24
Cal-Maine
CALM
$3.56B
$2.64M 1.94%
+33,407
TTD icon
25
Trade Desk
TTD
$11.4B
$2.47M 1.81%
108,675
+39,152
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