LC

Lunia Capital Portfolio holdings

AUM $3.32M
1-Year Est. Return 39.96%
This Quarter Est. Return
1 Year Est. Return
+39.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$8.73M
3
+$5.16M
4
PINS icon
Pinterest
PINS
+$4.91M
5
SAP icon
SAP
SAP
+$4.86M

Top Sells

1
+$7.56M
2
+$5.35M
3
+$4.2M
4
PYPL icon
PayPal
PYPL
+$3.62M
5
EBAY icon
eBay
EBAY
+$3.48M

Sector Composition

1 Technology 47.04%
2 Industrials 19.7%
3 Financials 14.54%
4 Consumer Discretionary 11.2%
5 Communication Services 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 2.26%
+27,257
27
$4.93M 2.16%
33,501
-23,480
28
$4.91M 2.15%
+118,274
29
$4.86M 2.13%
+31,181
30
$4.68M 2.05%
+128,268
31
$4.4M 1.93%
+63,854
32
$3.39M 1.48%
46,080
-2,620
33
$1.75M 0.77%
6,961
-30,102
34
– –
-10,041
35
– –
-44,910
36
– –
-70,663
37
– –
-21,121
1
2