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LS
Loukas Stephen Portfolio holdings
AUM
$108K
This Fund
S&P 500
This Quarter Est. Return
+15.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.63M
AUM Growth
+$350K
(+15%)
Cap. Flow
$0
Cap. Flow % of AUM
Cap. Flow %
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
1.3
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.3
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Materials | 100% |
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Loukas Stephen's Q3 2014 Portfolio in Review
As of Q3 2014, Loukas Stephen held 1 position worth $2.63M, up 15% from $2.28M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q3 2014: portfolio turnover was 0%. Loukas Stephen opened no new positions and made no exits, leaving the 1-position portfolio largely intact.
By sector, the portfolio is most concentrated in Materials at 100% of assets, unchanged from a quarter earlier.
- Loukas Stephen's ten largest holdings make up 100% of its $2.63M portfolio in Q3 2014.
- Loukas Stephen opened 0 new positions and closed 0 in Q3 2014.
- Loukas Stephen's portfolio value rose 15% quarter-over-quarter to $2.63M.
Based on Loukas Stephen's 13F filing for Q3 2014, filed 14 Nov 2014.