LFS

Leibman Financial Services Portfolio holdings

AUM $136M
1-Year Est. Return 21.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.59M
3
+$2.11M
4
SE icon
Sea Limited
SE
+$1.17M
5
NXT icon
Nextpower Inc
NXT
+$1.13M

Top Sells

1
+$6.01M
2
+$3.22M
3
+$3.03M
4
FSLR icon
First Solar
FSLR
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 14.22%
3 Communication Services 10.71%
4 Materials 7.66%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 12.64%
331,165
+135,228
2
$5.66M 4.3%
128,100
+123,214
3
$5.35M 4.06%
60,074
+9,959
4
$4.68M 3.55%
56,128
+11,625
5
$4.55M 3.45%
9,044
+27
6
$4.51M 3.43%
4,725
-685
7
$4.43M 3.37%
15,872
-5,539
8
$4.35M 3.3%
12,801
-1,675
9
$4.18M 3.17%
16,401
+3,340
10
$4.1M 3.11%
93,407
-2,688
11
$4.04M 3.07%
18,406
-750
12
$3.96M 3%
22,238
+10,522
13
$3.56M 2.71%
270,857
-40,855
14
$3.52M 2.67%
14,462
-7,593
15
$3.51M 2.66%
14,647
+244
16
$3.37M 2.56%
85,900
-10,645
17
$3.34M 2.54%
46,618
-2,937
18
$3.14M 2.39%
11,140
+165
19
$3.03M 2.3%
13,736
-13,740
20
$2.97M 2.25%
25,935
+728
21
$2.62M 1.99%
32,364
-16,507
22
$2.52M 1.91%
12,303
-2,277
23
$2.44M 1.86%
9,725
-554
24
$2.25M 1.71%
45,975
-1,782
25
$2.19M 1.66%
19,107
-353
1
2 3