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
1
$298K 0.79%
+3,338
2
$285K 0.75%
+2,359
3
$279K 0.74%
+2,215
4
$277K 0.73%
+3,794
5
$275K 0.73%
+596
6
$274K 0.73%
+1,334
7
$270K 0.71%
+1,198
8
$267K 0.71%
+3,474
9
$267K 0.71%
+3,235
10
$265K 0.7%
+1,241
11
$265K 0.7%
+7,200
12
$262K 0.69%
+924
13
$261K 0.69%
+1,090
14
$257K 0.68%
+695
15
$255K 0.68%
+860
16
$253K 0.67%
+6,985
17
$253K 0.67%
+534
18
$252K 0.67%
+1,327
19
$251K 0.66%
+1,301
20
$251K 0.66%
+480
21
$248K 0.66%
+2,434
22
$247K 0.65%
+388
23
$247K 0.65%
+9,011
24
$246K 0.65%
+1,361
25
$245K 0.65%
+7,364
1
2 3 4 5