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
76
$222K 0.59%
+1,103
77
$222K 0.59%
+12,806
78
$222K 0.59%
+445
79
$221K 0.58%
+2,086
80
$220K 0.58%
+4,630
81
$220K 0.58%
+17,390
82
$219K 0.58%
+794
83
$219K 0.58%
+1,273
84
$219K 0.58%
+1,655
85
$219K 0.58%
+2,652
86
$218K 0.58%
+1,028
87
$218K 0.58%
+790
88
$218K 0.58%
+3,225
89
$217K 0.58%
+2,987
90
$217K 0.58%
+4,608
91
$217K 0.58%
+433
92
$217K 0.57%
+15,319
93
$217K 0.57%
+4,984
94
$216K 0.57%
+2,617
95
$214K 0.57%
+1,143
96
$214K 0.57%
+635
97
$214K 0.57%
+995
98
$213K 0.56%
+8,824
99
$213K 0.56%
+1,949
100
$213K 0.56%
+4,228
2 3
4
5 6