LAM
LFS Asset Management Portfolio holdings
AUM
$99.1M
1 Year Est. Return
–
AUM
$123M
AUM Growth
–
Holding
57
Top Buys
| 1 | +$19.6M | |
| 2 | +$7.94M | |
| 3 | +$6.25M | |
| 4 |
Coca-Cola
KO
|
+$5.51M |
| 5 |
ProShares Short QQQ
PSQ
|
+$5.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.24% |
| 2 | Financials | 5.85% |
| 3 | Consumer Staples | 5.44% |
| 4 | Energy | 4.75% |
| 5 | Industrials | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Baxter International
BAX
$9.85B
| $234K | 0.19% |
+3,636
|
|
||
52
iShares Preferred and Income Securities ETF
PFF
$14.2B
| $217K | 0.18% |
+6,589
|
|
||
53
State Street Energy Select Sector SPDR ETF
XLE
$27B
| $216K | 0.18% |
+3,026
|
|
||
54
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.1B
| $208K | 0.17% |
+4,012
|
|
||
55
VanEck Semiconductor ETF
SMH
$36.4B
| $208K | 0.17% |
+2,046
|
|
||
56
Caterpillar
CAT
$269B
| $203K | 0.17% |
+1,135
|
|
||
57
Costco
COST
$380B
| $201K | 0.16% |
+420
|
|