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
$105M
AUM Growth
+$855K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$5.07M
3 +$616K
4
AMZN icon
Amazon
AMZN
+$74.3K
5
SHOP icon
Shopify
SHOP
+$32.1K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 94.81%
2 Technology 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.9M 47.56%
372,878
+42,120
2
$48.9M 46.6%
219,095
+22,691
3
$3.14M 2.99%
25,685
+5,046
4
$1M 0.96%
9,070
+290
5
$678K 0.65%
4,380
+480