LCP

Lombardia Capital Partners Portfolio holdings

AUM $110M
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$17.2M
3
+$16.8M
4
AVNS icon
Avanos Medical
AVNS
+$15.9M
5
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$15.6M

Top Sells

1
+$15.9M
2
+$11.6M
3
+$11.5M
4
THG icon
Hanover Insurance
THG
+$11.4M
5
CBZ icon
CBIZ
CBZ
+$11.1M

Sector Composition

1 Financials 19.02%
2 Industrials 14.92%
3 Consumer Discretionary 11.19%
4 Real Estate 10.4%
5 Technology 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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