LFS

Leibman Financial Services Portfolio holdings

AUM $139M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.53M
3
+$2.19M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
CASY icon
Casey's General Stores
CASY
+$1.19M

Top Sells

1
+$4.8M
2
+$3.27M
3
+$2.8M
4
MTH icon
Meritage Homes
MTH
+$1.69M
5
ROK icon
Rockwell Automation
ROK
+$1.2M

Sector Composition

1 Technology 21.36%
2 Consumer Discretionary 13.45%
3 Communication Services 12.21%
4 Materials 8.73%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-751
52
– –
-19,573
53
– –
-1,974
54
– –
-13,843
55
– –
-6,241
56
– –
-23,905
57
– –
-4,660
1 2
3