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
126
$229K 0.37%
2,081
127
$229K 0.37%
+743
128
$228K 0.37%
+469
129
$228K 0.37%
3,885
130
$228K 0.37%
4,979
131
$228K 0.37%
+500
132
$228K 0.37%
+2,013
133
$228K 0.37%
+5,012
134
$227K 0.37%
3,919
135
$227K 0.37%
4,913
136
$227K 0.37%
3,507
137
$227K 0.37%
+1,282
138
$225K 0.36%
5,877
139
$225K 0.36%
+1,321
140
$225K 0.36%
+3,833
141
$224K 0.36%
+235
142
$224K 0.36%
+7,561
143
$224K 0.36%
794
144
$224K 0.36%
2,147
145
$224K 0.36%
+5,679
146
$223K 0.36%
+5,293
147
$223K 0.36%
6,938
148
$223K 0.36%
+1,415
149
$223K 0.36%
+3,948
150
$223K 0.36%
7,856
4 5
6
7 8