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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$5.78M
3 +$4.62M
4
LUV icon
Southwest Airlines
LUV
+$4.45M
5
AAPL icon
Apple
AAPL
+$4.28M

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