LFS

Leibman Financial Services Portfolio holdings

AUM $139M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.34M
3
+$2.41M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
CASY icon
Casey's General Stores
CASY
+$1.32M

Top Sells

1
+$4.79M
2
+$3.27M
3
+$2.91M
4
MTH icon
Meritage Homes
MTH
+$1.69M
5
ROK icon
Rockwell Automation
ROK
+$1.2M

Sector Composition

1 Technology 21.36%
2 Consumer Discretionary 13.45%
3 Communication Services 12.21%
4 Materials 8.73%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.86M 7.58%
195,937
-95,223
2
$6.01M 4.62%
126,595
+1,243
3
$4.85M 3.73%
21,411
-3,464
4
$4.55M 3.5%
27,476
+7,679
5
$4.38M 3.37%
9,017
-1,684
6
$4.2M 3.23%
19,156
+7,309
7
$4.19M 3.22%
96,545
-8,552
8
$4.08M 3.13%
5,410
-1,193
9
$3.97M 3.05%
+50,115
10
$3.91M 3.01%
22,055
-2,723
11
$3.88M 2.98%
96,095
-2,996
12
$3.82M 2.94%
49,555
+3,003
13
$3.44M 2.64%
47,757
+7,425
14
$3.43M 2.64%
14,403
+22
15
$3.34M 2.57%
+14,476
16
$3.28M 2.52%
311,712
+5,466
17
$3.23M 2.48%
44,503
+2,272
18
$3.22M 2.48%
28,174
+762
19
$3.13M 2.4%
25,207
-6,110
20
$3.09M 2.38%
6,214
-1,133
21
$3.06M 2.36%
10,975
-1,495
22
$3.06M 2.35%
48,871
+6,237
23
$3.03M 2.33%
25,008
-640
24
$2.78M 2.14%
11,716
+420
25
$2.68M 2.06%
13,061
-1,311
1
2 3