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
$140M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.49M
2
+$4.4M
3
+$915K

Sector Composition

1 Consumer Discretionary 37.77%
2 Industrials 37.06%
3 Technology 24.14%
4 Communication Services 0.86%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 37.77%
857,302
2
$52M 37.06%
1,894,053
-200,000
3
$33.9M 24.14%
1,014,306
-131,777
4
$1.21M 0.86%
45,883
-34,800
5
$232K 0.17%
79,372