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
126
$204K 0.6%
+549
127
$204K 0.6%
+5,877
128
$204K 0.6%
+6,241
129
$203K 0.6%
+1,862
130
$203K 0.6%
+2,872
131
$203K 0.6%
2,104
132
$203K 0.6%
3,507
133
$202K 0.59%
+1,824
134
$202K 0.59%
5,293
135
$201K 0.59%
7,572
136
$201K 0.59%
+4,979
137
$201K 0.59%
911
138
$201K 0.59%
1,143
139
$200K 0.59%
+789
140
$196K 0.58%
14,799
141
$186K 0.55%
12,684
142
$179K 0.53%
13,567
143
$177K 0.52%
13,860
144
$168K 0.49%
11,594
145
$164K 0.48%
14,330
146
$161K 0.47%
10,347
147
$158K 0.46%
10,503
148
$151K 0.44%
+12,865
149
$137K 0.4%
10,220
150
$129K 0.38%
10,717
4 5
6
7 8