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
$129M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.51M
3
+$763K
4
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$595K
5
TSLA icon
Tesla
TSLA
+$428K

Top Sells

1
+$3.23M
2
+$442K
3
+$404K
4
PINS icon
Pinterest
PINS
+$365K
5
HON icon
Honeywell
HON
+$212K

Sector Composition

1 Technology 17.56%
2 Communication Services 11.37%
3 Consumer Discretionary 10.59%
4 Materials 8.63%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 11.39%
291,160
+40,045
2
$5.7M 4.43%
10,701
-339
3
$5.48M 4.26%
125,352
+3,549
4
$4.14M 3.22%
6,603
+100
5
$4.13M 3.21%
24,875
-480
6
$3.98M 3.09%
105,097
+4,311
7
$3.91M 3.04%
42,231
+651
8
$3.88M 3.02%
12,470
-330
9
$3.87M 3.01%
24,778
-664
10
$3.83M 2.98%
14,381
-85
11
$3.8M 2.96%
306,246
+121,680
12
$3.61M 2.81%
99,091
+1,066
13
$3.27M 2.55%
19,573
+1,107
14
$3.21M 2.5%
6,849
-239
15
$3.2M 2.49%
11,296
-50
16
$3.19M 2.48%
14,372
-42
17
$3.17M 2.46%
46,552
+8,742
18
$3.09M 2.4%
31,317
-223
19
$3.07M 2.39%
42,634
+3,670
20
$3.06M 2.38%
25,648
+188
21
$2.79M 2.16%
11,941
-17
22
$2.76M 2.14%
7,347
+3
23
$2.5M 1.95%
19,797
+2,571
24
$2.41M 1.87%
27,412
+795
25
$2.26M 1.76%
4,651
+94
1
2 3