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
126
$207K 0.55%
+882
127
$207K 0.55%
+6,724
128
$207K 0.55%
+3,947
129
$206K 0.55%
+1,931
130
$205K 0.54%
+3,833
131
$205K 0.54%
+2,177
132
$205K 0.54%
+2,312
133
$204K 0.54%
+199
134
$204K 0.54%
+1,519
135
$204K 0.54%
+2,205
136
$204K 0.54%
+3,028
137
$203K 0.54%
+7,268
138
$203K 0.54%
+10,057
139
$203K 0.54%
+4,913
140
$202K 0.54%
+2,387
141
$202K 0.54%
+11,594
142
$202K 0.54%
+3,096
143
$202K 0.54%
+5,907
144
$202K 0.53%
+2,104
145
$202K 0.53%
+723
146
$202K 0.53%
+2,525
147
$202K 0.53%
+1,204
148
$202K 0.53%
+5,665
149
$201K 0.53%
+1,923
150
$201K 0.53%
+18,592
3 4 5
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