LFS
Leibman Financial Services Portfolio holdings
AUM
$136M
1-Year Est. Return
21.88%
This Fund
S&P 500
1 Year Est. Return
+21.88%
AUM
$136M
AUM Growth
-$2.36M
(-1.7%)
Holding
54
Top Buys
| 1 | +$3.9M | |
| 2 | +$3.77M | |
| 3 | +$2.74M | |
| 4 |
Sea Limited
SE
|
+$1.8M |
| 5 |
Mercado Libre
MELI
|
+$1.25M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$2.57M | |
| 3 | +$2.54M | |
| 4 |
CAVA Group
CAVA
|
+$2.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
26
Sea Limited
SE
$50.8B
| $2.46M | 1.81% |
29,746
+16,784
|
|
||
27
Lowe's Companies
LOW
$131B
| $2.4M | 1.76% |
10,157
-368
|
|
||
28
United Rentals
URI
$59.4B
| $2.25M | 1.65% |
3,083
+116
|
|
||
29
Coupang
CPNG
$37B
| $2.22M | 1.63% |
117,399
+44,566
|
|
||
30
First Solar
FSLR
$20.3B
| $2.2M | 1.61% |
11,138
-134
|
|
||
31
Owens Corning
OC
$9.75B
| $2.16M | 1.59% |
19,966
+1,483
|
|
||
32
Walt Disney
DIS
$179B
| $2.14M | 1.57% |
22,191
-7,499
|
|
||
33
Chipotle Mexican Grill
CMG
$42.5B
| $2.09M | 1.54% |
65,334
+4,611
|
|
||
34
Alexandria Real Estate Equities
ARE
$7.09B
| $2.09M | 1.53% |
45,031
-4,266
|
|
||
35
Copart
CPRT
$32.1B
| $1.88M | 1.38% |
56,486
+2,615
|
|
||
36
Grab
GRAB
$15.7B
| $1.85M | 1.36% |
506,025
+125,591
|
|
||
37
Nextpower Inc
NXT
$16.9B
| $1.81M | 1.33% |
15,034
-3,035
|
|
||
38
Pinterest
PINS
$11.3B
| $1.7M | 1.25% |
92,710
+22,022
|
|
||
39
TSMC
TSM
$2.04T
| $1.68M | 1.23% |
4,962
-631
|
|
||
40
Albemarle
ALB
$22.5B
| $1.45M | 1.06% |
8,054
-21,744
|
|
||
41
Sterling Infrastructure
STRL
$14.4B
| $1.42M | 1.04% |
3,486
+137
|
|
||
42
Costco
COST
$442B
| $1.35M | 0.99% |
1,359
+141
|
|
||
43
CrowdStrike
CRWD
$115B
| $1.28M | 0.94% |
3,281
+111
|
|
||
44
Enphase Energy
ENPH
$4.04B
| $1.25M | 0.92% |
33,159
+415
|
|
||
45
Datadog
DDOG
$47.5B
| $1.08M | 0.79% |
9,135
+161
|
|
||
46
Progyny
PGNY
$1.44B
| $820K | 0.6% |
48,287
+1,852
|
|
||
47
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $613K | 0.45% |
5,551
-104
|
|
||
48
Union Pacific
UNP
$157B
| $233K | 0.17% |
960
|
|
||
49
PubMatic
PUBM
$452M
| $133K | 0.1% |
16,296
-99,314
|
|
||
50
AES
AES
$10.3B
| – | – |
-16,664
|
|