LFS

Leibman Financial Services Portfolio holdings

AUM $139M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.23M
2 +$4.75M
3 +$4.36M
4
AAPL icon
Apple
AAPL
+$4.1M
5
LUV icon
Southwest Airlines
LUV
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.59%
2 Industrials 17.27%
3 Materials 10.39%
4 Consumer Discretionary 9.91%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$186K 0.16%
+20,995