LFS
Leibman Financial Services Portfolio holdings
AUM
$136M
1-Year Est. Return
21.88%
This Fund
S&P 500
1 Year Est. Return
+21.88%
AUM
$139M
AUM Growth
+$6.86M
(+5.2%)
Holding
55
Top Buys
| 1 | +$6.04M | |
| 2 | +$3.74M | |
| 3 | +$2.59M | |
| 4 |
CAVA Group
CAVA
|
+$2.33M |
| 5 |
Copart
CPRT
|
+$2.23M |
Top Sells
| 1 | +$5.66M | |
| 2 | +$3.58M | |
| 3 | +$3.26M | |
| 4 |
TSMC
TSM
|
+$3.02M |
| 5 |
Applied Materials
AMAT
|
+$2.52M |
Sector Composition
| 1 | Consumer Discretionary | 18.49% |
| 2 | Technology | 11.9% |
| 3 | Communication Services | 10.81% |
| 4 | Materials | 9.84% |
| 5 | Industrials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alexandria Real Estate Equities
ARE
$7.11B
| $2.41M | 1.74% |
49,297
-6,831
|
|
||
27
United Rentals
URI
$59.6B
| $2.4M | 1.73% |
2,967
-1,758
|
|
||
28
Chipotle Mexican Grill
CMG
$43B
| $2.25M | 1.62% |
60,723
+15,888
|
|
||
|
29
Copart
CPRT
$32.1B
| $2.11M | 1.52% |
+53,871
|
|
||
30
Owens Corning
OC
$9.74B
| $2.07M | 1.49% |
+18,483
|
|
||
31
Mercado Libre
MELI
$89.6B
| $2M | 1.44% |
992
+573
|
|
||
32
Grab
GRAB
$15.7B
| $1.9M | 1.37% |
380,434
+156,550
|
|
||
33
Pinterest
PINS
$11.4B
| $1.83M | 1.32% |
70,688
+12,973
|
|
||
34
Coupang
CPNG
$37.1B
| $1.72M | 1.24% |
72,833
+37,268
|
|
||
|
35
TSMC
TSM
$2.04T
| $1.7M | 1.23% |
5,593
-10,279
|
|
||
36
Sea Limited
SE
$51B
| $1.65M | 1.19% |
12,962
+6,122
|
|
||
37
Nextpower Inc
NXT
$17B
| $1.57M | 1.14% |
18,069
+599
|
|
||
38
CrowdStrike
CRWD
$115B
| $1.49M | 1.07% |
3,170
+59
|
|
||
39
Datadog
DDOG
$47.4B
| $1.22M | 0.88% |
8,974
+333
|
|
||
40
Progyny
PGNY
$1.44B
| $1.19M | 0.86% |
46,435
+528
|
|
||
41
Costco
COST
$443B
| $1.05M | 0.76% |
+1,218
|
|
||
42
Enphase Energy
ENPH
$4.11B
| $1.05M | 0.76% |
32,744
+2,129
|
|
||
43
Sterling Infrastructure
STRL
$14.4B
| $1.03M | 0.74% |
3,349
-9,452
|
|
||
44
PubMatic
PUBM
$454M
| $1.03M | 0.74% |
115,610
+10,786
|
|
||
45
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $623K | 0.45% |
5,655
-235
|
|
||
46
Caterpillar
CAT
$377B
| $349K | 0.25% |
+610
|
|
||
47
Deere & Co
DE
$151B
| $310K | 0.22% |
666
-236
|
|
||
48
AES
AES
$10.3B
| $239K | 0.17% |
16,664
-254,193
|
|
||
49
Union Pacific
UNP
$157B
| $222K | 0.16% |
960
|
|
||
50
Microsoft
MSFT
$3.15T
| $217K | 0.16% |
449
-2,584
|
|