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
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.34M
3
+$2.41M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
CASY icon
Casey's General Stores
CASY
+$1.32M

Top Sells

1
+$4.79M
2
+$3.27M
3
+$2.91M
4
MTH icon
Meritage Homes
MTH
+$1.69M
5
ROK icon
Rockwell Automation
ROK
+$1.2M

Sector Composition

1 Technology 21.36%
2 Consumer Discretionary 13.45%
3 Communication Services 12.21%
4 Materials 8.73%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
26
Applied Materials
AMAT
$188B
$2.67M 2.05%
14,580
-747
DDOG icon
27
Datadog
DDOG
$54.4B
$2.47M 1.9%
18,374
+1,639
CMG icon
28
Chipotle Mexican Grill
CMG
$53.3B
$2.41M 1.85%
+42,963
LOW icon
29
Lowe's Companies
LOW
$134B
$2.28M 1.75%
10,279
-1,662
PSTG icon
30
Pure Storage
PSTG
$32.1B
$2.21M 1.7%
38,377
-33
KNSL icon
31
Kinsale Capital Group
KNSL
$9.39B
$2.17M 1.67%
4,484
-167
PLD icon
32
Prologis
PLD
$115B
$2.05M 1.57%
19,460
+678
PINS icon
33
Pinterest
PINS
$22.3B
$1.97M 1.51%
54,914
+2,475
TGT icon
34
Target
TGT
$42.8B
$1.75M 1.35%
17,762
+864
CRWD icon
35
CrowdStrike
CRWD
$137B
$1.64M 1.26%
3,215
+81
CASY icon
36
Casey's General Stores
CASY
$19.7B
$1.32M 1.01%
+2,579
PUBM icon
37
PubMatic
PUBM
$387M
$1.3M 1%
104,683
+41,499
ENPH icon
38
Enphase Energy
ENPH
$4.07B
$1.21M 0.93%
30,457
+983
GRAB icon
39
Grab
GRAB
$24.7B
$1.12M 0.86%
221,743
+19,885
CAVA icon
40
CAVA Group
CAVA
$7.01B
$1.03M 0.79%
+12,229
PGNY icon
41
Progyny
PGNY
$1.64B
$1.01M 0.78%
45,946
+513
SHV icon
42
iShares Short Treasury Bond ETF
SHV
$20.7B
$807K 0.62%
7,312
-2,343
DE icon
43
Deere & Co
DE
$128B
$574K 0.44%
1,128
-5,721
TSLA icon
44
Tesla
TSLA
$1.53T
$435K 0.33%
1,369
-282
INDA icon
45
iShares MSCI India ETF
INDA
$9.6B
$272K 0.21%
4,886
-385
WMT icon
46
Walmart
WMT
$817B
$250K 0.19%
2,559
-5,419
RS icon
47
Reliance Steel & Aluminium
RS
$14.8B
$226K 0.17%
719
UNP icon
48
Union Pacific
UNP
$128B
$221K 0.17%
960
-1,752
SHEL icon
49
Shell
SHEL
$217B
$210K 0.16%
2,983
-4,897
NUE icon
50
Nucor
NUE
$35.4B
– –
-1,974
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