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
1
$10.5M 4.6%
99,111
+21,713
2
$10.5M 4.59%
137,889
+28,684
3
$10.2M 4.45%
51,563
-18,396
4
$9.85M 4.32%
374,760
-1,160
5
$9.39M 4.12%
44,068
+6,852
6
$9.02M 3.95%
108,962
-18,333
7
$9M 3.94%
+43,931
8
$8.88M 3.89%
113,044
+1,074
9
$8.73M 3.82%
+43,651
10
$8.38M 3.67%
99,599
+10,842
11
$8.37M 3.67%
81,246
+24,435
12
$7.96M 3.49%
204,472
+28,849
13
$7.66M 3.36%
48,640
-4,120
14
$7.52M 3.29%
35,744
-14,476
15
$7.15M 3.13%
54,139
-8,890
16
$7.04M 3.08%
80,857
-7,345
17
$6.32M 2.77%
438,780
+40,309
18
$6.22M 2.73%
97,243
-3,009
19
$6.21M 2.72%
49,662
+19,605
20
$6.18M 2.71%
118,682
-66,713
21
$6.16M 2.7%
57,748
-26,557
22
$6.03M 2.64%
33,972
-2,047
23
$5.92M 2.59%
16,410
+2,311
24
$5.66M 2.48%
11,533
-4,485
25
$5.42M 2.37%
3,166
+1,034
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