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
$136M
AUM Growth
-$2.36M
(-1.7%)
Holding
54
Top Buys
| 1 | +$3.9M | |
| 2 | +$3.77M | |
| 3 | +$2.74M | |
| 4 |
Sea Limited
SE
|
+$1.8M |
| 5 |
Mercado Libre
MELI
|
+$1.25M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$2.57M | |
| 3 | +$2.54M | |
| 4 |
CAVA Group
CAVA
|
+$2.2M |
| 5 |
Teck Resources
TECK
|
+$876K |
Sector Composition
| 1 | Consumer Discretionary | 18.48% |
| 2 | Technology | 10.58% |
| 3 | Communication Services | 9.59% |
| 4 | Consumer Staples | 8.13% |
| 5 | Healthcare | 6.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$377B
| – | – |
-610
|
|
||
52
Deere & Co
DE
$151B
| – | – |
-666
|
|
||
53
Microsoft
MSFT
$3.15T
| – | – |
-449
|
|
||
54
Shell
SHEL
$248B
| – | – |
-2,856
|
|