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
$130M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.29M
3 +$627K
4
PFE icon
Pfizer
PFE
+$581K
5
FSLR icon
First Solar
FSLR
+$372K

Top Sells

1 +$1.91M
2 +$1.21M
3 +$870K
4
AMAT icon
Applied Materials
AMAT
+$657K
5
LUV icon
Southwest Airlines
LUV
+$482K

Sector Composition

1 Technology 22.47%
2 Industrials 16.18%
3 Materials 9.98%
4 Communication Services 9.84%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.17%
1,048
52
$191K 0.15%
20,995
53
-106,033