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
$60.7M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$8.79M

Top Sells

1 +$497K

Sector Composition

1 Industrials 44.71%
2 Consumer Discretionary 40.73%
3 Technology 13.43%
4 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.1M 44.71%
1,081,315
+350,638
2
$24.7M 40.73%
357,302
3
$8.14M 13.43%
740,969
-45,230
4
$691K 1.14%
45,883