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
51
$236K 0.69%
2,031
52
$236K 0.69%
388
53
$235K 0.69%
790
54
$235K 0.69%
+1,963
55
$234K 0.69%
+3,396
56
$233K 0.69%
2,261
57
$233K 0.68%
2,086
58
$231K 0.68%
+1,022
59
$231K 0.68%
2,990
60
$230K 0.68%
1,666
61
$230K 0.68%
995
62
$230K 0.67%
+1,667
63
$228K 0.67%
1,088
64
$227K 0.67%
2,387
65
$227K 0.67%
1,361
66
$227K 0.67%
3,522
67
$227K 0.67%
1,949
68
$226K 0.66%
17,390
69
$226K 0.66%
445
70
$226K 0.66%
4,913
71
$225K 0.66%
+974
72
$225K 0.66%
2,800
73
$224K 0.66%
+2,982
74
$224K 0.66%
12,806
75
$224K 0.66%
882
1 2
3
4 5