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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$5.78M
3
+$4.62M
4
LUV icon
Southwest Airlines
LUV
+$4.45M
5
AAPL icon
Apple
AAPL
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.59%
2 Industrials 17.27%
3 Materials 10.39%
4 Consumer Discretionary 9.91%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.21M 6%
+143,520
2
$5.78M 4.81%
+10,079
3
$4.62M 3.84%
+11,552
4
$4.45M 3.7%
+153,990
5
$4.28M 3.56%
+22,223
6
$4.18M 3.47%
+98,089
7
$4.03M 3.35%
+95,275
8
$3.97M 3.3%
+11,120
9
$3.87M 3.22%
+23,877
10
$3.85M 3.2%
+27,315
11
$3.63M 3.02%
+9,655
12
$3.58M 2.98%
+34,444
13
$3.45M 2.87%
+38,176
14
$3.38M 2.81%
+11,746
15
$3.28M 2.73%
+14,734
16
$3.19M 2.65%
+77,773
17
$3.15M 2.62%
+12,098
18
$3.06M 2.54%
+51,766
19
$2.83M 2.35%
+32,448
20
$2.75M 2.29%
+15,978
21
$2.75M 2.29%
+76,533
22
$2.6M 2.16%
+20,486
23
$2.43M 2.02%
+68,163
24
$2.41M 2%
+18,236
25
$2.4M 1.99%
+33,315
1
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