LFS
Leibman Financial Services Portfolio holdings
AUM
$139M
1-Year Est. Return
17.99%
This Fund
S&P 500
1 Year Est. Return
+17.99%
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 | |
|---|---|---|---|---|---|---|
51
Shell
SHEL
$252B
| $210K | 0.15% |
2,856
+12
|
|
||
|
52
Applied Materials
AMAT
$271B
| – | – |
-12,303
|
|
||
53
iShares MSCI India ETF
INDA
$7.87B
| – | – |
-128,100
|
|
||
54
Everpure, Inc.
PSTG
$20.3B
| – | – |
-18,952
|
|
||
55
Tesla
TSLA
$1.47T
| – | – |
-488
|
|