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
201
$211K 0.34%
+2,220
202
$211K 0.34%
+653
203
$211K 0.34%
+1,436
204
$211K 0.34%
+423
205
$210K 0.34%
+2,494
206
$210K 0.34%
+4,332
207
$210K 0.34%
+11,766
208
$210K 0.34%
+1,925
209
$210K 0.34%
830
210
$210K 0.34%
+2,764
211
$209K 0.34%
+3,155
212
$209K 0.34%
+1,862
213
$209K 0.34%
+6,049
214
$208K 0.34%
5,506
215
$208K 0.34%
+556
216
$208K 0.34%
+1,543
217
$207K 0.33%
+2,167
218
$206K 0.33%
898
219
$206K 0.33%
+2,532
220
$206K 0.33%
+11,346
221
$206K 0.33%
+327
222
$206K 0.33%
+8,978
223
$206K 0.33%
17,226
224
$206K 0.33%
+736
225
$205K 0.33%
6,312
7 8
9
10 11