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
$135M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.08M
3
+$824K
4
PGNY icon
Progyny
PGNY
+$710K
5
LUV icon
Southwest Airlines
LUV
+$468K

Top Sells

1
+$1.65M
2
+$1.45M
3
+$1.2M
4
OLED icon
Universal Display
OLED
+$914K
5
TSM icon
TSMC
TSM
+$526K

Sector Composition

1 Technology 23.66%
2 Industrials 15.04%
3 Communication Services 12.09%
4 Materials 9.12%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.17%
1,094
-4,349
52
$224K 0.17%
1,048
53
$208K 0.15%
4,164
54
$207K 0.15%
6,674
55
$205K 0.15%
719
56
– –
-20,995
1 2
3