LSC
Lyon Street Capital Portfolio holdings
AUM
$67M
This Quarter Return
+3.73%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$12.1M
(+8.8%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
51%
Holding
46
New
5
Increased
17
Reduced
6
Closed
9
Top Buys
| 1 |
GTT
GTT Communications, Inc.
GTT
|
+$5.87M |
| 2 |
GIMO
Gigamon Inc.
GIMO
|
+$3.07M |
| 3 |
Omnicell
OMCL
|
+$2.37M |
| 4 |
CUTR
Cutera, Inc.
CUTR
|
+$2.3M |
| 5 |
Build-A-Bear
BBW
|
+$1.63M |
Top Sells
| 1 |
CoStar Group
CSGP
|
+$2.73M |
| 2 |
SKUL
SKULLCANDY INC
SKUL
|
+$2.56M |
| 3 |
NEWP
NEWPORT CORP
NEWP
|
+$1.85M |
| 4 |
WIRE
Encore Wire Corp
WIRE
|
+$1.74M |
| 5 |
TRIB
Trinity Biotech
TRIB
|
+$1.61M |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Communication Services | 17.97% |
| 3 | Healthcare | 13.44% |
| 4 | Consumer Staples | 12.07% |
| 5 | Consumer Discretionary | 9.26% |
