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
$139M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.04M
3
+$3.83M
4
HLF icon
Herbalife
HLF
+$3.05M
5
STMP
Stamps.com, Inc.
STMP
+$2.68M

Top Sells

1
+$13.9M
2
+$7.17M
3
+$5.1M
4
PDFS icon
PDF Solutions
PDFS
+$4.75M
5
PCOM
Points.com Inc. Common Shares
PCOM
+$4.46M

Sector Composition

1 Consumer Discretionary 13.52%
2 Technology 13.5%
3 Healthcare 12.9%
4 Consumer Staples 11.63%
5 Communication Services 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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53
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54
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55
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60
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61
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-368,286
62
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-464,772
63
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-241,470
64
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-356,161
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