LS

Lupo Securities Portfolio holdings

AUM $13M
1-Year Est. Return 1.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$32M
3
+$2.32M
4
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$1.9M
5
MLM icon
Martin Marietta Materials
MLM
+$1.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 60.47%
2 Industrials 4.27%
3 Financials 4.22%
4 Healthcare 3.62%
5 Consumer Discretionary 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
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