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
$135M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.08M
3
+$824K
4
PGNY icon
Progyny
PGNY
+$710K
5
LUV icon
Southwest Airlines
LUV
+$468K

Top Sells

1
+$1.65M
2
+$1.45M
3
+$1.2M
4
OLED icon
Universal Display
OLED
+$914K
5
TSM icon
TSMC
TSM
+$526K

Sector Composition

1 Technology 23.66%
2 Industrials 15.04%
3 Communication Services 12.09%
4 Materials 9.12%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.89%
13,986
+684
27
$2.32M 1.72%
17,859
+405
28
$2.28M 1.69%
49,030
-832
29
$1.9M 1.41%
23,520
+1,469
30
$1.8M 1.34%
18,080
+272
31
$1.75M 1.3%
4,538
+228
32
$1.46M 1.08%
15,302
+1,610
33
$1.38M 1.03%
31,390
+266
34
$1.3M 0.96%
386,468
+88,167
35
$1.28M 0.95%
4,660
36
$1.19M 0.88%
10,739
-395
37
$1.08M 0.8%
+2,819
38
$824K 0.61%
+40,579
39
$757K 0.56%
11,182
40
$710K 0.53%
+24,832
41
$635K 0.47%
8,796
-22,833
42
$614K 0.45%
2,712
43
$441K 0.33%
7,900
-643
44
$384K 0.28%
3,822
45
$362K 0.27%
6,124
-517
46
$314K 0.23%
1,984
47
$248K 0.18%
744
48
$243K 0.18%
4,876
-52
49
$241K 0.18%
2,264
50
$237K 0.18%
3,752
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