LFS
Littlejohn Financial Services Portfolio holdings
AUM
$136M
1-Year Est. Return
10.78%
This Fund
S&P 500
1 Year Est. Return
+10.78%
AUM
$137M
AUM Growth
+$7.76M
(+6%)
Holding
77
Top Buys
| 1 | +$5.05M | |
| 2 | +$2.6M | |
| 3 | +$2.54M | |
| 4 |
Baker Hughes
BKR
|
+$2.5M |
| 5 |
Eli Lilly
LLY
|
+$2.14M |
Top Sells
| 1 | +$5.07M | |
| 2 | +$4.11M | |
| 3 | +$2.29M | |
| 4 |
General Dynamics
GD
|
+$2.14M |
| 5 |
Church & Dwight Co
CHD
|
+$2.07M |
Sector Composition
| 1 | Technology | 12.57% |
| 2 | Consumer Staples | 5.65% |
| 3 | Industrials | 4.48% |
| 4 | Healthcare | 4.01% |
| 5 | Consumer Discretionary | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$238B
| – | – |
-697
|
|
||
77
State Street Health Care Select Sector SPDR ETF
XLV
$38B
| – | – |
-37,631
|
|