LIA
Limestone Investment Advisors Portfolio holdings
AUM
$149M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$223M
AUM Growth
-$7.58M
(-3.3%)
Holding
389
Top Buys
| 1 | +$3.53M | |
| 2 | +$3.32M | |
| 3 | +$2.46M | |
| 4 |
NextDecade
NEXT
|
+$2.28M |
| 5 |
Constellation Energy
CEG
|
+$2M |
Top Sells
| 1 | +$43.8M | |
| 2 | +$7.02M | |
| 3 | +$3M | |
| 4 |
HNGE
Hinge Health
HNGE
|
+$2.9M |
| 5 |
CHYM
Chime Financial
CHYM
|
+$2.3M |
Sector Composition
| 1 | Consumer Discretionary | 17.05% |
| 2 | Technology | 12.06% |
| 3 | Financials | 10.24% |
| 4 | Communication Services | 8.81% |
| 5 | Industrials | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Intuit
INTU
$106B
| – | – |
0
|
|
||
377
Intuitive Surgical
ISRG
$170B
| – | – |
-210
|
|
||
378
Jabil
JBL
$35.7B
| – | – |
0
|
|
||
379
Johnson Controls International
JCI
$86.7B
| – | – |
0
|
|
||
380
JPMorgan Chase
JPM
$835B
| – | – |
0
|
|
||
381
KKR & Co
KKR
$90.6B
| – | – |
0
|
|
||
382
CarMax
KMX
$5.47B
| – | – |
0
|
|
||
383
Kroger
KR
$42.3B
| – | – |
-16,059
|
|
||
384
Eli Lilly
LLY
$820B
| – | – |
0
|
|
||
385
Lam Research
LRCX
$323B
| – | – |
0
|
|