LIA

Limestone Investment Advisors Portfolio holdings

AUM $149M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$8.3M
3
+$5.03M
4
BABA icon
Alibaba
BABA
+$4.56M
5
AER icon
AerCap
AER
+$4.46M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.7K 0.01%
+60,571
127
$19.2K 0.01%
+274,581
128
$14.3K 0.01%
+497,399
129
$10K ﹤0.01%
+70
130
$6.99K ﹤0.01%
+19,405
131
$5.41K ﹤0.01%
+22,562
132
$5.26K ﹤0.01%
+38,668
133
$5.01K ﹤0.01%
+22,516
134
$4.91K ﹤0.01%
+15,076
135
$4.86K ﹤0.01%
+20
136
$3.69K ﹤0.01%
+145,700
137
$3.35K ﹤0.01%
+75,000
138
$2.66K ﹤0.01%
+52,200
139
$1.96K ﹤0.01%
+19,700
140
$1.82K ﹤0.01%
+17,351
141
$1.13K ﹤0.01%
+15,168
142
$1.09K ﹤0.01%
+42,010
143
$1.05K ﹤0.01%
+33,000
144
$828 ﹤0.01%
+23,467
145
$344 ﹤0.01%
+10,950
146
– –
0
147
– –
0
148
– –
0
149
– –
0
150
– –
0
4 5
6
7 8