LAM

Longboard Asset Management Portfolio holdings

AUM $15.7M
1-Year Est. Return 34.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.17%
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
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