LA

LFL Advisers Portfolio holdings

AUM $250M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$901K
2 +$306K

Top Sells

1 +$2.38M

Sector Composition

1 Technology 49.19%
2 Consumer Discretionary 19.08%
3 Financials 15.13%
4 Industrials 13.32%
5 Real Estate 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.5M 37.9%
588,000
2
$23.6M 18.84%
324,000
3
$15.3M 12.25%
242,492
+14,233
4
$14.2M 11.29%
157,146
5
$9.35M 7.46%
173,401
6
$7.2M 5.75%
121,746
7
$4.11M 3.28%
60,111
8
$2.41M 1.92%
12,917
9
$1.34M 1.07%
119,452
-211,098
10
$306K 0.24%
+25,436