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
76
$238K 0.59%
1,022
77
$238K 0.59%
882
78
$237K 0.59%
+1,871
79
$236K 0.59%
+3,119
80
$236K 0.59%
2,573
81
$236K 0.59%
12,806
82
$235K 0.58%
2,104
83
$234K 0.58%
+6,142
84
$234K 0.58%
3,396
85
$233K 0.58%
+2,263
86
$233K 0.58%
+2,458
87
$232K 0.58%
+3,222
88
$231K 0.57%
152
89
$231K 0.57%
2,725
90
$230K 0.57%
+6,761
91
$230K 0.57%
794
92
$228K 0.57%
3,919
93
$228K 0.57%
+887
94
$228K 0.57%
5,665
95
$228K 0.57%
789
96
$227K 0.56%
2,177
97
$227K 0.56%
+1,678
98
$226K 0.56%
+2,127
99
$225K 0.56%
+2,223
100
$225K 0.56%
1,519
2 3
4
5 6