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
$137M
AUM Growth
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.56M
3
+$2.38M
4
TGT icon
Target
TGT
+$2.27M
5
DG icon
Dollar General
DG
+$2.02M

Top Sells

1
+$3.01M
2
+$2.94M
3
+$2.89M
4
DE icon
Deere & Co
DE
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.99M

Sector Composition

1 Technology 20.13%
2 Communication Services 12.05%
3 Consumer Discretionary 10.92%
4 Industrials 10.2%
5 Materials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.81%
15,285
+251
27
$2.48M 1.81%
40,412
-437
28
$2.38M 1.73%
+184,566
29
$2.36M 1.72%
16,488
-1,764
30
$2.27M 1.66%
+16,804
31
$2.12M 1.55%
4,557
-5
32
$2.02M 1.47%
+26,617
33
$2M 1.46%
29,169
+10,774
34
$1.99M 1.45%
18,794
+3,828
35
$1.86M 1.36%
64,222
+32,464
36
$1.83M 1.33%
23,748
-8,224
37
$1.33M 0.97%
4,660
38
$1.1M 0.8%
63,509
+31,872
39
$1.09M 0.8%
3,200
+192
40
$1.06M 0.78%
9,655
-719
41
$937K 0.68%
+198,527
42
$900K 0.66%
9,965
-932
43
$833K 0.61%
56,690
+8,231
44
$618K 0.45%
2,712
45
$495K 0.36%
7,901
-371
46
$442K 0.32%
+3,822
47
$322K 0.24%
7,712
-72,121
48
$279K 0.2%
770
+26
49
$277K 0.2%
5,271
-2,376
50
$256K 0.19%
3,752
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