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
51
$231K 0.61%
+2,733
52
$231K 0.61%
+2,564
53
$231K 0.61%
+1,022
54
$231K 0.61%
+583
55
$230K 0.61%
+3,507
56
$230K 0.61%
+1,044
57
$229K 0.61%
+3,302
58
$229K 0.61%
+2,800
59
$229K 0.61%
+430
60
$229K 0.6%
+984
61
$229K 0.6%
+1,395
62
$228K 0.6%
+262
63
$228K 0.6%
+7,572
64
$227K 0.6%
+1,733
65
$227K 0.6%
+2,073
66
$226K 0.6%
+2,101
67
$226K 0.6%
+2,178
68
$226K 0.6%
+980
69
$226K 0.6%
+2,669
70
$225K 0.59%
+1,430
71
$225K 0.59%
+1,825
72
$224K 0.59%
+624
73
$223K 0.59%
+2,545
74
$223K 0.59%
+7,572
75
$222K 0.59%
+7,974
1 2
3
4 5