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
$129M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.51M
3
+$763K
4
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$595K
5
TSLA icon
Tesla
TSLA
+$428K

Top Sells

1
+$3.23M
2
+$442K
3
+$404K
4
PINS icon
Pinterest
PINS
+$365K
5
HON icon
Honeywell
HON
+$212K

Sector Composition

1 Technology 17.56%
2 Communication Services 11.37%
3 Consumer Discretionary 10.59%
4 Materials 8.63%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.75%
11,847
+198
27
$2.22M 1.73%
15,327
+42
28
$2.21M 1.72%
40,332
+13,939
29
$2.1M 1.63%
18,782
-12
30
$1.83M 1.42%
29,474
+305
31
$1.76M 1.37%
16,898
+94
32
$1.7M 1.32%
38,410
-2,002
33
$1.69M 1.32%
23,905
+157
34
$1.66M 1.29%
16,735
+247
35
$1.63M 1.26%
52,439
-11,783
36
$1.2M 0.94%
4,660
37
$1.11M 0.86%
3,134
-66
38
$1.07M 0.83%
9,655
39
$1.01M 0.79%
45,433
-18,076
40
$914K 0.71%
201,858
+3,331
41
$700K 0.54%
7,978
-1,987
42
$641K 0.5%
2,712
43
$577K 0.45%
63,184
+6,494
44
$577K 0.45%
7,880
-21
45
$465K 0.36%
13,843
-96,044
46
$428K 0.33%
+1,651
47
$271K 0.21%
5,271
48
$248K 0.19%
751
-19
49
$238K 0.18%
3,752
50
$238K 0.18%
1,974
1
2
3