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
$129M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.51M
3
+$763K
4
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$595K
5
TSLA icon
Tesla
TSLA
+$428K

Top Sells

1
+$3.23M
2
+$442K
3
+$404K
4
PINS icon
Pinterest
PINS
+$365K
5
HON icon
Honeywell
HON
+$212K

Sector Composition

1 Technology 17.56%
2 Communication Services 11.37%
3 Consumer Discretionary 10.59%
4 Materials 8.63%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.16%
6,241
-1,471
52
$208K 0.16%
+719
53
– –
-939
54
– –
-3,822
55
– –
-2,264
56
– –
-40,598
1 2
3