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 22.88%
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
26
$290K 0.47%
+3,358
27
$290K 0.47%
10,254
28
$288K 0.47%
+1,720
29
$287K 0.46%
+939
30
$287K 0.46%
1,678
31
$285K 0.46%
+1,796
32
$285K 0.46%
+858
33
$285K 0.46%
+5,352
34
$280K 0.45%
6,744
35
$280K 0.45%
+2,134
36
$279K 0.45%
1,301
37
$278K 0.45%
2,564
38
$277K 0.45%
3,270
39
$277K 0.45%
2,073
40
$276K 0.45%
554
41
$274K 0.44%
2,733
42
$273K 0.44%
2,867
43
$272K 0.44%
+799
44
$272K 0.44%
+1,845
45
$271K 0.44%
+1,652
46
$270K 0.44%
+773
47
$270K 0.44%
782
48
$269K 0.44%
7,247
49
$269K 0.44%
+1,357
50
$269K 0.43%
17,143
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