LAM
LFS Asset Management Portfolio holdings
AUM
$99.1M
This Quarter Return
-2.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
+$99.1M
(-19%)
Cap. Flow
-$19.9M
Cap. Flow
% of AUM
-20.09%
Top 10 Holdings %
Top 10 Hldgs %
57.28%
Holding
68
New
11
Increased
16
Reduced
18
Closed
20
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$12.2M |
| 2 |
UnitedHealth
UNH
|
$5.6M |
| 3 |
McDonald's
MCD
|
$5.28M |
| 4 |
ProShares Short Russell2000
RWM
|
$4.28M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$3.4M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$19.6M |
| 2 |
Vanguard Value ETF
VTV
|
$5.59M |
| 3 |
Coca-Cola
KO
|
$5.51M |
| 4 |
ProShares Short QQQ
PSQ
|
$5.27M |
| 5 |
iShares US Insurance ETF
IAK
|
$4.51M |
Sector Composition
| 1 | Technology | 9.73% |
| 2 | Healthcare | 6.06% |
| 3 | Consumer Discretionary | 5.54% |
| 4 | Financials | 5.53% |
| 5 | Energy | 3.26% |
