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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$5.78M
3
+$4.62M
4
LUV icon
Southwest Airlines
LUV
+$4.45M
5
AAPL icon
Apple
AAPL
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.59%
2 Industrials 17.27%
3 Materials 10.39%
4 Consumer Discretionary 9.91%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.92%
+15,513
27
$2.3M 1.91%
+79,944
28
$2.22M 1.85%
+18,324
29
$2.09M 1.74%
+31,747
30
$1.91M 1.59%
+106,033
31
$1.84M 1.53%
+12,712
32
$1.45M 1.2%
+4,660
33
$1.42M 1.18%
+4,229
34
$1.39M 1.15%
+19,880
35
$1.25M 1.04%
+11,326
36
$1.23M 1.02%
+33,228
37
$1.07M 0.89%
+5,612
38
$666K 0.55%
+2,712
39
$588K 0.49%
+11,181
40
$549K 0.46%
+6,955
41
$417K 0.35%
+8,543
42
$345K 0.29%
+1,984
43
$339K 0.28%
+6,741
44
$322K 0.27%
+3,822
45
$255K 0.21%
+2,264
46
$228K 0.19%
+4,996
47
$220K 0.18%
+744
48
$220K 0.18%
+1,048
49
$216K 0.18%
+3,752
50
$201K 0.17%
+719
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