LFS

Leibman Financial Services Portfolio holdings

AUM $136M
1-Year Est. Return 21.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.59M
3
+$2.11M
4
SE icon
Sea Limited
SE
+$1.17M
5
NXT icon
Nextpower Inc
NXT
+$1.13M

Top Sells

1
+$6.01M
2
+$3.22M
3
+$3.03M
4
FSLR icon
First Solar
FSLR
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 14.22%
3 Communication Services 10.71%
4 Materials 7.66%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.45%
4,496
+12
27
$1.86M 1.41%
57,715
+2,801
28
$1.76M 1.33%
44,835
+1,872
29
$1.72M 1.3%
19,130
+1,368
30
$1.59M 1.21%
18,952
-19,425
31
$1.57M 1.19%
3,033
-3,181
32
$1.55M 1.17%
25,612
+13,383
33
$1.53M 1.16%
3,111
-104
34
$1.42M 1.08%
2,516
-63
35
$1.35M 1.02%
223,884
+2,141
36
$1.29M 0.98%
+17,470
37
$1.23M 0.93%
8,641
-9,733
38
$1.22M 0.93%
+6,840
39
$1.15M 0.87%
+35,565
40
$1.08M 0.82%
30,615
+158
41
$988K 0.75%
45,907
-39
42
$979K 0.74%
+419
43
$868K 0.66%
104,824
+141
44
$651K 0.49%
5,890
-1,422
45
$412K 0.31%
902
-226
46
$227K 0.17%
960
47
$217K 0.16%
488
-881
48
$203K 0.15%
2,844
-139
49
– –
-28,174
50
– –
-126,595
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