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
101
$211K 0.62%
1,273
102
$211K 0.62%
1,825
103
$211K 0.62%
3,225
104
$210K 0.62%
+152
105
$210K 0.62%
+10,350
106
$210K 0.62%
+3,885
107
$209K 0.61%
+991
108
$209K 0.61%
1,778
109
$209K 0.61%
+7,275
110
$208K 0.61%
+1,462
111
$208K 0.61%
10,758
112
$207K 0.61%
5,665
113
$207K 0.61%
2,733
114
$207K 0.61%
615
115
$207K 0.61%
+4,071
116
$207K 0.61%
2,803
117
$206K 0.61%
+2,472
118
$206K 0.61%
+2,036
119
$206K 0.61%
+3,919
120
$206K 0.61%
1,880
121
$206K 0.6%
+1,436
122
$206K 0.6%
+405
123
$205K 0.6%
+989
124
$205K 0.6%
4,984
125
$205K 0.6%
825
3 4
5
6 7