LSC
Lyon Street Capital Portfolio holdings
AUM
$67M
This Quarter Return
-3.2%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
-$6.29M
(-2.8%)
Cap. Flow
+$4.8M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
45
New
7
Increased
17
Reduced
13
Closed
4
Top Buys
| 1 |
PDF Solutions
PDFS
|
+$5.68M |
| 2 |
KFX
KOFAX LIMITED COM STK
KFX
|
+$4.56M |
| 3 |
TRIB
Trinity Biotech
TRIB
|
+$2.69M |
| 4 |
BFX
BowFlex Inc.
BFX
|
+$2.36M |
| 5 |
CLUB
Town Sports International Holdings, Inc.
CLUB
|
+$2.12M |
Top Sells
| 1 |
PCOM
Points.com Inc. Common Shares
PCOM
|
+$7.5M |
| 2 |
Barrett Business Services
BBSI
|
+$3.77M |
| 3 |
STKL
SunOpta
STKL
|
+$3M |
| 4 |
CAMP
CalAmp Corp.
CAMP
|
+$2.72M |
| 5 |
Lifetime Brands
LCUT
|
+$2.41M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Consumer Discretionary | 14.09% |
| 3 | Healthcare | 13.37% |
| 4 | Industrials | 6.96% |
| 5 | Financials | 5.75% |
