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
$53.7M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.8M
3
+$8.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.47M

Top Sells

1
+$47.7M
2
+$29.2M
3
+$3.28M
4
FVRR icon
Fiverr
FVRR
+$1.03M
5
WIX icon
WIX.com
WIX
+$905K

Sector Composition

1 Technology 41.35%
2 Consumer Discretionary 26.57%
3 Communication Services 25.62%
4 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 41.35%
125,015
+94,218
2
$14.3M 26.57%
85,560
+52,140
3
$13.8M 25.62%
+94,960
4
$3.47M 6.46%
+11,606
5
– –
-5,636
6
– –
-321,874
7
– –
-149,639
8
– –
-24,190
9
– –
-4,618