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
$170M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$702K
2 +$332K

Top Sells

1 +$3.92M

Sector Composition

1 Technology 45.36%
2 Consumer Discretionary 26.38%
3 Financials 14.72%
4 Industrials 10.67%
5 Real Estate 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.7M 34.56%
476,082
-31,784
2
$33.4M 19.68%
379,589
3
$18.3M 10.8%
196,856
4
$18.1M 10.67%
262,175
+4,800
5
$10.6M 6.22%
233,687
6
$9.3M 5.48%
120,344
7
$8.71M 5.13%
110,430
+8,900
8
$5.12M 3.02%
24,631
9
$4.87M 2.87%
59,421
10
$2.67M 1.57%
30,000