LVP

Limestone Value Partners Portfolio holdings

AUM $63.7M
1-Year Est. Return 4.39%
This Quarter Est. Return
1 Year Est. Return
+4.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$9.25M
3
+$7.8M
4
MSFT icon
Microsoft
MSFT
+$7.43M
5
LUV icon
Southwest Airlines
LUV
+$6.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.49%
2 Technology 11.42%
3 Real Estate 10.4%
4 Communication Services 9.91%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.99%
+23,000
27
$667K 0.58%
+37,200
28
$421K 0.37%
+10,240
1
2