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
76
$251K 0.41%
1,022
77
$251K 0.41%
+4,212
78
$249K 0.4%
2,177
79
$249K 0.4%
425
80
$247K 0.4%
3,225
81
$245K 0.4%
902
82
$245K 0.4%
+710
83
$245K 0.4%
+1,980
84
$245K 0.4%
451
85
$245K 0.4%
+5,478
86
$245K 0.4%
2,205
87
$244K 0.39%
2,573
88
$244K 0.39%
6,349
89
$244K 0.39%
+5,643
90
$244K 0.39%
2,753
91
$243K 0.39%
1,022
92
$243K 0.39%
+1,286
93
$242K 0.39%
1,940
94
$242K 0.39%
882
95
$241K 0.39%
+3,071
96
$240K 0.39%
2,302
97
$240K 0.39%
2,223
98
$240K 0.39%
+1,836
99
$239K 0.39%
+1,743
100
$239K 0.39%
1,369
2 3
4
5 6