LCG

Lisanti Capital Growth Portfolio holdings

AUM $422M
1-Year Est. Return 146.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+146.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$7.51M
2 +$6.42M
3 +$5.51M
4
PLNT icon
Planet Fitness
PLNT
+$5.02M
5
IBP icon
Installed Building Products
IBP
+$4.68M

Top Sells

1 +$7.79M
2 +$7.6M
3 +$6.99M
4
CAMT icon
Camtek
CAMT
+$5.81M
5
ARHS icon
Arhaus
ARHS
+$5.4M

Sector Composition

1 Industrials 26.84%
2 Technology 24.92%
3 Healthcare 23.4%
4 Consumer Discretionary 13.64%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,685
152
-78,200