LIA
Limestone Investment Advisors Portfolio holdings
AUM
$231M
This Quarter Return
+2.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
96.86%
Top 10 Holdings %
Top 10 Hldgs %
63.36%
Holding
275
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$104M |
| 2 |
Nextracker
NXT
|
$8.99M |
| 3 |
Visa
V
|
$5.12M |
| 4 |
AerCap
AER
|
$4.82M |
| 5 |
Alibaba
BABA
|
$4.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.62% |
| 2 | Technology | 11.45% |
| 3 | Consumer Discretionary | 7.19% |
| 4 | Healthcare | 5.55% |
| 5 | Industrials | 4.66% |
