LR

Library Research Portfolio holdings

AUM $58.1M
1-Year Est. Return 41.17%
This Quarter Est. Return
1 Year Est. Return
+41.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$56.6M
3
+$20.2M
4
NIU
Niu Technologies
NIU
+$4.48M
5
BEDU
Bright Scholar Education Holdings
BEDU
+$1.84M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 43.41%
2 Technology 39.41%
3 Industrials 14.06%
4 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.3M 41.26%
+829,033
2
$56.6M 39.41%
+604,809
3
$20.2M 14.06%
+692,916
4
$4.48M 3.12%
+159,649
5
$1.84M 1.28%
+80,047
6
$1.25M 0.87%
+11,545