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
176
$24.9K 0.01%
+333
177
$24.9K 0.01%
+117
178
$23.5K 0.01%
+432
179
$23.5K 0.01%
+429
180
$21.7K 0.01%
+654
181
$20.4K 0.01%
+1,385
182
$20.4K 0.01%
+595
183
$19.5K 0.01%
+742
184
$19.4K 0.01%
+348
185
$18.9K 0.01%
+204
186
$17.4K 0.01%
+357
187
$16.3K 0.01%
+161
188
$15.2K 0.01%
+241
189
$15K 0.01%
+267
190
$14.6K 0.01%
+230
191
$14.5K 0.01%
+333
192
$14.3K 0.01%
+469
193
$13.5K 0.01%
+73
194
$13.2K 0.01%
+83
195
$12.8K 0.01%
+516
196
$12K 0.01%
+260
197
$10.8K 0.01%
+198
198
$10.8K 0.01%
+1,000
199
$10.7K 0.01%
+47
200
$9.89K ﹤0.01%
+400