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LAM

Longboard Asset Management Portfolio holdings

AUM $5.79M
1-Year Est. Return 33.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$304K
3
+$303K
4
ITT icon
ITT
ITT
+$302K
5
NLY icon
Annaly Capital Management
NLY
+$301K

Top Sells

1
+$365K
2
+$357K
3
+$308K
4
AM icon
Antero Midstream
AM
+$302K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$296K

Sector Composition

1 Industrials 23.14%
2 Financials 21.48%
3 Utilities 10.43%
4 Real Estate 9.95%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$180K 0.29%
+10,440
252
$179K 0.29%
+10,350
253
$177K 0.29%
+11,012
254
$175K 0.28%
10,758
255
$164K 0.26%
13,567
256
$158K 0.26%
+11,632
257
$156K 0.25%
14,330
258
$156K 0.25%
+13,764
259
$156K 0.25%
12,684
260
$151K 0.24%
+10,320
261
$133K 0.22%
+11,692
262
$133K 0.21%
10,717
263
– –
-5,180
264
– –
-1,182
265
– –
-2,127
266
– –
-887
267
– –
-262
268
– –
-1,028
269
– –
-5,171
270
– –
-924
271
– –
-15,931
272
– –
-6,633
273
– –
-4,558
274
– –
-8,096
275
– –
-3,328
9 10
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