LFS

Leibman Financial Services Portfolio holdings

AUM $132M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.45M
3
+$1.87M
4
NXT icon
Nextracker
NXT
+$1.29M
5
SE icon
Sea Limited
SE
+$1.22M

Top Sells

1
+$6.01M
2
+$3.22M
3
+$3.03M
4
FSLR icon
First Solar
FSLR
+$3.03M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 14.22%
3 Communication Services 10.71%
4 Materials 7.66%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
26
Kinsale Capital Group
KNSL
$9.39B
$1.91M 1.45%
4,496
+12
PINS icon
27
Pinterest
PINS
$22.3B
$1.86M 1.41%
57,715
+2,801
CMG icon
28
Chipotle Mexican Grill
CMG
$53.3B
$1.76M 1.33%
44,835
+1,872
TGT icon
29
Target
TGT
$42.8B
$1.72M 1.3%
19,130
+1,368
PSTG icon
30
Pure Storage
PSTG
$32.1B
$1.59M 1.21%
18,952
-19,425
MSFT icon
31
Microsoft
MSFT
$4.03T
$1.57M 1.19%
3,033
-3,181
CAVA icon
32
CAVA Group
CAVA
$7.01B
$1.55M 1.17%
25,612
+13,383
CRWD icon
33
CrowdStrike
CRWD
$137B
$1.53M 1.16%
3,111
-104
CASY icon
34
Casey's General Stores
CASY
$19.7B
$1.42M 1.08%
2,516
-63
GRAB icon
35
Grab
GRAB
$24.7B
$1.35M 1.02%
223,884
+2,141
NXT icon
36
Nextracker
NXT
$15.2B
$1.29M 0.98%
+17,470
DDOG icon
37
Datadog
DDOG
$54.4B
$1.23M 0.93%
8,641
-9,733
SE icon
38
Sea Limited
SE
$92.3B
$1.22M 0.93%
+6,840
CPNG icon
39
Coupang
CPNG
$58.5B
$1.15M 0.87%
+35,565
ENPH icon
40
Enphase Energy
ENPH
$4.07B
$1.08M 0.82%
30,615
+158
PGNY icon
41
Progyny
PGNY
$1.64B
$988K 0.75%
45,907
-39
MELI icon
42
Mercado Libre
MELI
$116B
$979K 0.74%
+419
PUBM icon
43
PubMatic
PUBM
$387M
$868K 0.66%
104,824
+141
SHV icon
44
iShares Short Treasury Bond ETF
SHV
$20.7B
$651K 0.49%
5,890
-1,422
DE icon
45
Deere & Co
DE
$128B
$412K 0.31%
902
-226
UNP icon
46
Union Pacific
UNP
$128B
$227K 0.17%
960
TSLA icon
47
Tesla
TSLA
$1.53T
$217K 0.16%
488
-881
SHEL icon
48
Shell
SHEL
$217B
$203K 0.15%
2,844
-139
WMT icon
49
Walmart
WMT
$817B
– –
-2,559
RS icon
50
Reliance Steel & Aluminium
RS
$14.8B
– –
-719
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