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
$132M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.45M
3
+$1.87M
4
NXT icon
Nextracker
NXT
+$1.29M
5
SE icon
Sea Limited
SE
+$1.22M

Top Sells

1
+$6.01M
2
+$3.22M
3
+$3.03M
4
FSLR icon
First Solar
FSLR
+$3.03M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M

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
GPC icon
51
Genuine Parts
GPC
$18B
– –
-25,008
EPI icon
52
WisdomTree India Earnings Fund ETF
EPI
$2.96B
– –
-126,595
DG icon
53
Dollar General
DG
$22B
– –
-28,174
1 2
3