LFS

Leibman Financial Services Portfolio holdings

AUM $139M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
26
$2.67M 2.05%
14,580
-747
27
$2.47M 1.9%
18,374
+1,639
28
$2.41M 1.85%
+42,963
29
$2.28M 1.75%
10,279
-1,662
30
$2.21M 1.7%
38,377
-33
31
$2.17M 1.67%
4,484
-167
32
$2.05M 1.57%
19,460
+678
33
$1.97M 1.51%
54,914
+2,475
34
$1.75M 1.35%
17,762
+864
35
$1.64M 1.26%
3,215
+81
36
$1.32M 1.01%
+2,579
37
$1.3M 1%
104,683
+41,499
38
$1.21M 0.93%
30,457
+983
39
$1.12M 0.86%
221,743
+19,885
40
$1.03M 0.79%
+12,229
41
$1.01M 0.78%
45,946
+513
42
$807K 0.62%
7,312
-2,343
43
$574K 0.44%
1,128
-5,721
44
$435K 0.33%
1,369
-282
45
$272K 0.21%
4,886
-385
46
$250K 0.19%
2,559
-5,419
47
$226K 0.17%
719
48
$221K 0.17%
960
-1,752
49
$210K 0.16%
2,983
-4,897
50
– –
-13,843
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