LS

Lupo Securities Portfolio holdings

AUM $13M
1-Year Est. Return 1.81%
This Quarter Est. Return
1 Year Est. Return
-1.81%
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 +$113M
2 +$32.7M
3 +$2.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.3M
5
MLM icon
Martin Marietta Materials
MLM
+$1.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 60.54%
2 Financials 4.22%
3 Industrials 4.2%
4 Healthcare 3.62%
5 Consumer Discretionary 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$51.3K 0.03%
+676
152
$50.5K 0.02%
+1,184
153
$50.3K 0.02%
+7,000
154
$49.7K 0.02%
+1,100
155
$44.3K 0.02%
+1,052
156
$42.9K 0.02%
+700
157
$41.1K 0.02%
+136
158
$40.5K 0.02%
+400
159
$39.8K 0.02%
+358
160
$38.4K 0.02%
+350
161
$37.6K 0.02%
+496
162
$37.3K 0.02%
+2,450
163
$37.1K 0.02%
+5,900
164
$37K 0.02%
+2,000
165
$36.8K 0.02%
+327
166
$35.2K 0.02%
+779
167
$34.5K 0.02%
+291
168
$32K 0.02%
+757
169
$30.4K 0.01%
+200
170
$30.4K 0.01%
+2,131
171
$29.7K 0.01%
+767
172
$28.5K 0.01%
+621
173
$27.7K 0.01%
+1,001
174
$27.6K 0.01%
+275
175
$27.6K 0.01%
+500