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
$341K
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$132K

Top Sells

1
+$11.8M
2
+$11.7M
3
+$11.5M
4
FISV
Fiserv Inc
FISV
+$11.4M
5
VRSN icon
VeriSign
VRSN
+$10.8M

Sector Composition

1 Technology 61.29%
2 Financials 38.71%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-98,411
27
– –
-126,501
28
– –
-126,349
29
– –
-48,130
30
– –
-50,092
31
– –
-128,756
32
– –
-82,184
33
– –
-93,158
34
– –
-103,333
1
2