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
$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
1
$319K 0.94%
924
2
$308K 0.91%
1,090
3
$303K 0.89%
2,434
4
$295K 0.87%
1,334
5
$291K 0.86%
3,474
6
$290K 0.85%
10,254
7
$289K 0.85%
7,200
8
$287K 0.84%
2,359
9
$287K 0.84%
15,931
10
$282K 0.83%
3,960
11
$280K 0.82%
4,667
12
$274K 0.8%
6,985
13
$270K 0.79%
4,775
14
$269K 0.79%
1,301
15
$269K 0.79%
3,150
16
$269K 0.79%
1,561
17
$267K 0.78%
1,103
18
$264K 0.78%
782
19
$262K 0.77%
7,247
20
$261K 0.77%
984
21
$261K 0.77%
596
22
$260K 0.76%
2,987
23
$260K 0.76%
1,044
24
$259K 0.76%
1,678
25
$257K 0.76%
1,733
1
2 3 4 5