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
$141M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.94M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$1.89M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.17M

Top Sells

1
+$2.95M
2
+$2.55M
3
+$1.96M
4
URI icon
United Rentals
URI
+$1.41M
5
FSLR icon
First Solar
FSLR
+$699K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 14.06%
3 Industrials 13.62%
4 Communication Services 11.6%
5 Materials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.69M 6.87%
192,955
+20,124
2
$5.76M 4.08%
7,117
-1,736
3
$5.59M 3.96%
13,397
-28
4
$5.31M 3.76%
11,536
-21
5
$5.21M 3.69%
22,364
-891
6
$5.05M 3.58%
96,750
+634
7
$5.02M 3.56%
99,505
+15,189
8
$4.7M 3.33%
94,156
+3,293
9
$4.67M 3.31%
157,445
+3,594
10
$4.51M 3.2%
25,993
-3,922
11
$4.42M 3.13%
26,423
+181
12
$4.32M 3.06%
44,916
+6,918
13
$4.26M 3.02%
15,711
+125
14
$4.22M 2.99%
9,806
+51
15
$4.07M 2.88%
34,258
+9,845
16
$3.86M 2.74%
11,982
-548
17
$3.73M 2.64%
14,957
-2,801
18
$3.37M 2.39%
16,346
-104
19
$3.28M 2.32%
31,972
-2,562
20
$3.28M 2.32%
79,833
+18,723
21
$3.23M 2.29%
29,447
-5,750
22
$3.04M 2.15%
15,034
-588
23
$2.96M 2.1%
+21,189
24
$2.94M 2.08%
+11,230
25
$2.92M 2.07%
33,941
+10,421
1
2 3