LS
Lupo Securities Portfolio holdings
AUM
$13M
1-Year Return
1.81%
This Quarter Return
-10.28%
1 Year Return
-1.81%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$13M
AUM Growth
-$11.3M
(-47%)
Cap. Flow
-$9.5M
Cap. Flow
% of AUM
-73.13%
Top 10 Holdings %
Top 10 Hldgs %
74.14%
Holding
117
New
21
Increased
27
Reduced
17
Closed
19
Top Buys
| 1 |
Booking.com
BKNG
|
$711K |
| 2 |
Netflix
NFLX
|
$589K |
| 3 |
Apple
AAPL
|
$475K |
| 4 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$431K |
| 5 |
POM
PEPCO HOLDINGS, INC.
POM
|
$429K |
Top Sells
| 1 |
McDonald's
MCD
|
$4.75M |
| 2 |
BHI
Baker Hughes
BHI
|
$3.17M |
| 3 |
FSL
FREESCALE SEMICONDUCTOR LTD
FSL
|
$1.64M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$1.24M |
| 5 |
Cboe Global Markets
CBOE
|
$738K |
Sector Composition
| 1 | Energy | 30.85% |
| 2 | Financials | 14.41% |
| 3 | Consumer Discretionary | 9.92% |
| 4 | Consumer Staples | 9.87% |
| 5 | Technology | 9.37% |
