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
$75.6M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$224K

Sector Composition

1 Industrials 38.8%
2 Consumer Discretionary 38.53%
3 Technology 21.44%
4 Communication Services 1.24%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.3M 38.8%
1,091,907
2
$29.1M 38.53%
357,302
3
$16.2M 21.44%
786,199
4
$935K 1.24%
45,883
5
-79,371