LVP

Limestone Value Partners Portfolio holdings

AUM $63.7M
1-Year Est. Return 4.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.56%
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
+$10.1M
2
+$3.4M
3
+$2.99M
4
HOUS
Anywhere Real Estate
HOUS
+$1.39M
5
HF
HFF Inc.
HF
+$1.27M

Top Sells

1
+$6.33M
2
+$5.18M
3
+$2.56M
4
BAH icon
Booz Allen Hamilton
BAH
+$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
1
2