LSC

Lyon Street Capital Portfolio holdings

AUM $67M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$933K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.45M
3
+$2.68M
4
CACH
CACHE INC (DE)
CACH
+$2.12M
5
CAMP
CalAmp Corp.
CAMP
+$1.75M

Top Sells

1
+$4.83M
2
+$4.48M
3
+$4.4M
4
MPAA icon
Motorcar Parts of America
MPAA
+$4.17M
5
TYPE
Monotype Imaging Holdings Inc.
TYPE
+$3.77M

Sector Composition

1 Technology 25.39%
2 Consumer Discretionary 16.55%
3 Healthcare 10.24%
4 Financials 6.6%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-175,073
52
– –
-165,473
1 2
3