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
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.34M
3
+$2.41M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
CASY icon
Casey's General Stores
CASY
+$1.32M

Top Sells

1
+$4.79M
2
+$3.27M
3
+$2.91M
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
CARR icon
51
Carrier Global
CARR
$51.2B
– –
-3,752
CAT icon
52
Caterpillar
CAT
$274B
– –
-751
CVX icon
53
Chevron
CVX
$312B
– –
-19,573
LUV icon
54
Southwest Airlines
LUV
$15.9B
– –
-13,843
MGA icon
55
Magna International
MGA
$12.8B
– –
-6,241
MTH icon
56
Meritage Homes
MTH
$4.72B
– –
-23,905
ROK icon
57
Rockwell Automation
ROK
$41.4B
– –
-4,660
1 2
3