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
$141M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$1.89M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.17M

Top Sells

1
+$2.95M
2
+$2.55M
3
+$1.96M
4
URI icon
United Rentals
URI
+$1.41M
5
FSLR icon
First Solar
FSLR
+$699K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 14.06%
3 Industrials 13.62%
4 Communication Services 11.6%
5 Materials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 2.05%
+10,679
27
$2.79M 1.98%
18,960
+887
28
$2.45M 1.74%
25,889
+10,587
29
$2.12M 1.51%
4,562
+24
30
$2.1M 1.49%
18,252
+393
31
$2.08M 1.47%
18,395
+315
32
$2.05M 1.45%
40,849
-901
33
$1.89M 1.34%
+14,966
34
$1.72M 1.22%
603,955
+217,487
35
$1.25M 0.89%
4,660
36
$1.15M 0.81%
10,374
-365
37
$1.03M 0.73%
31,758
+368
38
$880K 0.62%
10,897
-285
39
$844K 0.6%
3,008
+189
40
$721K 0.51%
48,459
+7,880
41
$668K 0.47%
2,712
42
$546K 0.39%
8,272
-524
43
$530K 0.38%
31,637
+6,805
44
$463K 0.33%
+3,822
45
$448K 0.32%
7,647
-253
46
$304K 0.22%
10,492
-101,787
47
$302K 0.21%
3,752
48
$301K 0.21%
4,780
-1,344
49
$297K 0.21%
1,974
-10
50
$291K 0.21%
744
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