LRI

Linden Rose Investment Portfolio holdings

AUM $37.2M
1-Year Est. Return 33.86%
This Quarter Est. Return
1 Year Est. Return
-33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$39.1M
3
+$2.74M
4
SHOP icon
Shopify
SHOP
+$994K
5
AMZN icon
Amazon
AMZN
+$635K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 94.62%
2 Technology 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.8M 56.45%
+330,758
2
$39.1M 37.55%
+196,404
3
$2.74M 2.63%
+20,639
4
$994K 0.95%
+8,780
5
$635K 0.61%
+3,900