LSC
Lesa Sroufe & Co Portfolio holdings
AUM
$109M
This Quarter Return
+9.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.6M
AUM Growth
+$99.6M
(-0.04%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
39.92%
Holding
74
New
2
Increased
34
Reduced
4
Closed
1
Top Buys
| 1 |
Daktronics
DAKT
|
$939K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$337K |
| 3 |
Enel Chile
ENIC
|
$114K |
| 4 |
ProShares Short QQQ
PSQ
|
$112K |
| 5 |
International Seaways
INSW
|
$98.4K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$451K |
| 2 |
Microsoft
MSFT
|
$104K |
| 3 |
Boeing
BA
|
$15K |
| 4 |
Apple
AAPL
|
$10.7K |
| 5 |
Nutrien
NTR
|
$7.89K |
Sector Composition
| 1 | Materials | 21.18% |
| 2 | Technology | 19.71% |
| 3 | Energy | 11.67% |
| 4 | Financials | 9.07% |
| 5 | Consumer Staples | 8.2% |
