LAM

Longboard Asset Management Portfolio holdings

AUM $15.7M
1-Year Est. Return 34.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.2M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$357K
3
+$348K
4
PECO icon
Phillips Edison & Co
PECO
+$317K
5
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$315K

Top Sells

1
+$303K
2
+$295K
3
+$261K
4
AON icon
Aon
AON
+$249K
5
MCO icon
Moody's
MCO
+$249K

Sector Composition

1 Financials 24.47%
2 Industrials 17.85%
3 Utilities 11.36%
4 Technology 9.7%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$276K 0.69%
+8,452
27
$276K 0.69%
+2,594
28
$274K 0.68%
4,667
29
$273K 0.68%
+386
30
$273K 0.68%
+356
31
$272K 0.68%
2,564
32
$272K 0.68%
+2,867
33
$272K 0.68%
1,103
34
$271K 0.67%
984
35
$269K 0.67%
+389
36
$269K 0.67%
6,985
37
$268K 0.67%
4,775
38
$266K 0.66%
+6,349
39
$264K 0.66%
12,931
40
$264K 0.66%
1,395
41
$263K 0.65%
2,073
42
$262K 0.65%
1,301
43
$262K 0.65%
3,150
44
$262K 0.65%
+1,405
45
$259K 0.64%
1,678
46
$259K 0.64%
4,608
47
$258K 0.64%
+2,457
48
$258K 0.64%
859
49
$257K 0.64%
+785
50
$256K 0.64%
991
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