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
151
$201K 0.53%
+1,666
152
$201K 0.53%
+2,571
153
$201K 0.53%
+2,980
154
$201K 0.53%
+2,075
155
$201K 0.53%
+1,091
156
$200K 0.53%
+2,056
157
$200K 0.53%
+5,293
158
$200K 0.53%
+6,195
159
$188K 0.5%
+11,416
160
$179K 0.47%
+14,799
161
$175K 0.46%
+10,347
162
$174K 0.46%
+13,860
163
$171K 0.45%
+10,503
164
$167K 0.44%
+12,621
165
$166K 0.44%
+13,567
166
$160K 0.42%
+14,330
167
$160K 0.42%
+12,684
168
$151K 0.4%
+10,220
169
$141K 0.37%
+10,717
170
$141K 0.37%
+11,904
171
$137K 0.36%
+13,244
172
$134K 0.36%
+10,513
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