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
$130M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.29M
3
+$627K
4
PFE icon
Pfizer
PFE
+$581K
5
FSLR icon
First Solar
FSLR
+$372K

Top Sells

1
+$1.91M
2
+$1.21M
3
+$870K
4
AMAT icon
Applied Materials
AMAT
+$657K
5
LUV icon
Southwest Airlines
LUV
+$482K

Sector Composition

1 Technology 22.47%
2 Industrials 16.18%
3 Materials 9.98%
4 Communication Services 9.84%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.74%
49,862
-26,671
27
$2.26M 1.74%
4,310
+81
28
$2.16M 1.66%
17,454
-870
29
$2.15M 1.65%
17,808
-428
30
$2.12M 1.63%
31,629
-118
31
$1.8M 1.38%
13,692
+980
32
$1.55M 1.19%
22,051
+2,171
33
$1.36M 1.04%
4,660
34
$1.29M 0.99%
+298,301
35
$1.23M 0.94%
11,134
-192
36
$1.08M 0.83%
31,124
-2,104
37
$917K 0.7%
5,443
-169
38
$673K 0.52%
11,182
+1
39
$667K 0.51%
2,712
40
$530K 0.41%
6,641
-314
41
$441K 0.34%
8,543
42
$393K 0.3%
1,984
43
$373K 0.29%
3,822
44
$295K 0.23%
6,674
-67
45
$282K 0.22%
4,928
-68
46
$273K 0.21%
744
47
$245K 0.19%
2,264
48
$240K 0.18%
719
49
$219K 0.17%
+4,164
50
$218K 0.17%
3,752
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