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
$135M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.08M
3
+$824K
4
PGNY icon
Progyny
PGNY
+$710K
5
LUV icon
Southwest Airlines
LUV
+$468K

Top Sells

1
+$1.65M
2
+$1.45M
3
+$1.2M
4
OLED icon
Universal Display
OLED
+$914K
5
TSM icon
TSMC
TSM
+$526K

Sector Composition

1 Technology 23.66%
2 Industrials 15.04%
3 Communication Services 12.09%
4 Materials 9.12%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.7M 6.45%
172,831
-7,903
2
$5.73M 4.24%
8,853
-19
3
$5.2M 3.85%
29,915
-3,028
4
$5.02M 3.72%
13,425
+347
5
$4.9M 3.63%
23,255
+614
6
$4.81M 3.57%
26,242
-1,077
7
$4.7M 3.49%
11,557
+245
8
$4.6M 3.41%
96,116
-5,884
9
$4.42M 3.27%
90,863
-7,164
10
$4.4M 3.26%
153,851
+16,363
11
$4.36M 3.23%
9,755
+10
12
$4.07M 3.02%
84,316
+1,633
13
$4M 2.97%
17,758
-426
14
$3.92M 2.9%
12,530
+481
15
$3.77M 2.8%
37,998
+634
16
$3.69M 2.73%
15,622
-5,069
17
$3.44M 2.55%
35,197
+735
18
$3.44M 2.55%
15,586
+375
19
$3.14M 2.33%
112,279
+11,394
20
$2.9M 2.15%
+16,450
21
$2.86M 2.12%
24,413
+3,050
22
$2.83M 2.1%
18,073
+1,351
23
$2.79M 2.07%
34,534
+1,180
24
$2.68M 1.99%
41,750
-22,563
25
$2.56M 1.9%
61,110
+5,426
1
2 3