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
$81.8M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$8.59M
2 +$2.83M
3 +$2.54M
4
HOUS
Anywhere Real Estate
HOUS
+$1.2M
5
HAL icon
Halliburton
HAL
+$1.13M

Top Sells

1 +$6.33M
2 +$5.06M
3 +$2.21M
4
USAK
USA Truck Inc
USAK
+$2.21M
5
LUV icon
Southwest Airlines
LUV
+$714K

Sector Composition

1 Energy 17.98%
2 Real Estate 15.18%
3 Technology 14.95%
4 Communication Services 14.28%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-31,650