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
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.29M
3
+$627K
4
PFE icon
Pfizer
PFE
+$581K
5
FSLR icon
First Solar
FSLR
+$372K

Top Sells

1
+$1.91M
2
+$1.21M
3
+$870K
4
AMAT icon
Applied Materials
AMAT
+$657K
5
LUV icon
Southwest Airlines
LUV
+$482K

Sector Composition

1 Technology 22.47%
2 Industrials 16.18%
3 Materials 9.98%
4 Communication Services 9.84%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.09M 6.98%
180,734
+37,214
2
$6.4M 4.91%
8,872
-1,207
3
$5.37M 4.12%
13,078
+1,526
4
$4.76M 3.65%
11,312
+192
5
$4.67M 3.58%
102,000
+6,725
6
$4.61M 3.54%
98,027
-62
7
$4.57M 3.51%
37,364
-812
8
$4.48M 3.44%
32,943
-1,501
9
$4.27M 3.27%
20,691
-3,186
10
$4.16M 3.19%
27,319
+4
11
$4.1M 3.15%
9,745
+90
12
$4.01M 3.08%
137,488
-16,502
13
$3.88M 2.98%
22,641
+418
14
$3.87M 2.97%
15,211
+477
15
$3.6M 2.76%
82,683
+4,910
16
$3.43M 2.63%
12,049
+303
17
$3.34M 2.57%
64,313
-3,850
18
$3.07M 2.36%
18,184
+2,206
19
$3.03M 2.33%
55,684
+3,918
20
$3.01M 2.31%
34,462
+1,147
21
$2.93M 2.25%
33,354
+906
22
$2.8M 2.15%
100,885
+20,941
23
$2.75M 2.11%
21,363
+877
24
$2.64M 2.02%
16,722
+1,209
25
$2.57M 1.97%
13,302
+1,204
1
2 3