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
$141M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$1.89M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.17M

Top Sells

1
+$2.95M
2
+$2.55M
3
+$1.96M
4
URI icon
United Rentals
URI
+$1.41M
5
FSLR icon
First Solar
FSLR
+$699K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 14.06%
3 Industrials 13.62%
4 Communication Services 11.6%
5 Materials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.19%
4,766
-110
52
$234K 0.17%
5,208
-43,822
53
$224K 0.16%
2,264
54
$217K 0.15%
1,048
55
$216K 0.15%
+4,032
56
$208K 0.15%
719
57
$202K 0.14%
+20,995
58
– –
-13,986
59
– –
-4,164
60
– –
-6,674
61
– –
-1,094
62
– –
-3,822
1 2
3