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
$116M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$9.39M

Top Sells

1
+$5.85M
2
+$5.05M

Sector Composition

1 Technology 58.53%
2 Industrials 26.28%
3 Consumer Staples 15.19%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.5M 41%
604,809
2
$30.4M 26.28%
1,002,384
+309,468
3
$20.3M 17.53%
+828,324
4
$15.9M 13.71%
629,033
-200,000
5
$1.36M 1.17%
80,047
6
$362K 0.31%
11,545
7
– –
-159,649