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
$34.1M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$235K
3
+$234K
4
CBOE icon
Cboe Global Markets
CBOE
+$231K
5
CAH icon
Cardinal Health
CAH
+$230K

Top Sells

1
+$298K
2
+$279K
3
+$277K
4
PKG icon
Packaging Corp of America
PKG
+$270K
5
TT icon
Trane Technologies
TT
+$257K

Sector Composition

1 Financials 29.45%
2 Industrials 15.45%
3 Utilities 14.3%
4 Real Estate 13.4%
5 Technology 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$257K 0.76%
2,564
27
$256K 0.75%
2,073
28
$256K 0.75%
2,101
29
$256K 0.75%
2,302
30
$253K 0.74%
583
31
$252K 0.74%
262
32
$251K 0.74%
2,733
33
$251K 0.74%
3,235
34
$251K 0.74%
1,028
35
$249K 0.73%
624
36
$249K 0.73%
534
37
$248K 0.73%
1,022
38
$247K 0.73%
2,205
39
$244K 0.72%
1,241
40
$241K 0.71%
1,395
41
$241K 0.71%
1,327
42
$240K 0.7%
4,608
43
$240K 0.7%
794
44
$239K 0.7%
9,011
45
$239K 0.7%
1,519
46
$239K 0.7%
+859
47
$239K 0.7%
1,695
48
$237K 0.7%
2,177
49
$237K 0.69%
2,573
50
$236K 0.69%
3,096
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2
3 4 5