LAM

Longboard Asset Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 42.24%
This Quarter Est. Return
1 Year Est. Return
+42.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$298K
2
+$285K
3
+$279K
4
UNM icon
Unum
UNM
+$277K
5
MSI icon
Motorola Solutions
MSI
+$275K

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.95%
2 Industrials 19.22%
3 Real Estate 10.65%
4 Utilities 9.77%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.65%
+782
27
$245K 0.65%
+1,576
28
$244K 0.65%
+4,667
29
$244K 0.65%
+1,612
30
$242K 0.64%
+1,048
31
$242K 0.64%
+978
32
$242K 0.64%
+1,016
33
$240K 0.64%
+15,931
34
$240K 0.63%
+1,695
35
$239K 0.63%
+3,150
36
$238K 0.63%
+2,302
37
$237K 0.63%
+1,434
38
$235K 0.62%
+7,247
39
$234K 0.62%
+1,035
40
$234K 0.62%
+1,678
41
$234K 0.62%
+739
42
$233K 0.62%
+10,254
43
$233K 0.62%
+1,576
44
$233K 0.62%
+1,880
45
$233K 0.62%
+1,561
46
$232K 0.62%
+2,031
47
$232K 0.61%
+1,088
48
$232K 0.61%
+4,775
49
$232K 0.61%
+3,960
50
$232K 0.61%
+1,476
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