LPAM
Lodestar Private Asset Management Portfolio holdings
AUM
$997M
1-Year Est. Return
15.64%
This Fund
S&P 500
1 Year Est. Return
+15.64%
AUM
$958M
AUM Growth
+$89.9M
(+10%)
Holding
231
Top Buys
| 1 | +$4.03M | |
| 2 | +$4.03M | |
| 3 | +$3.18M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$2.72M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$2.47M |
Top Sells
| 1 | +$1.99M | |
| 2 | +$1.46M | |
| 3 | +$1.17M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$858K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$759K |
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Consumer Discretionary | 1.55% |
| 3 | Financials | 1.08% |
| 4 | Communication Services | 0.75% |
| 5 | Healthcare | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Berkshire Hathaway Class A
BRK.A
$1.04T
| – | – |
-1
|
|
||
|
FISV
227
Fiserv Inc
FISV
$34.3B
| – | – |
-1,830
|
|
||
228
iShares Russell 2000 Growth ETF
IWO
$13.5B
| – | – |
-750
|
|
||
229
ServiceNow
NOW
$122B
| – | – |
-1,000
|
|
||
230
Vanguard Extended Market ETF
VXF
$25.6B
| – | – |
-1,620
|
|
||
231
WisdomTree Cybersecurity Fund
WCBR
$89.3M
| – | – |
-7,878
|
|