LA
| |
LFS ASSET MANAGEMENT13F | |
| LFS ASSET MANAGEMENT | |
| Last update 2022-12-05 | 48 Stocks (11 new) |
| Value $99.00 Mil | Turnover 48 % |
LFS ASSET MANAGEMENT Top Holdings of 2022-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFF | iShares U.S. Preferred Stock | 392,223 | 12,422.0 | +5,852.69% | 12.530 | +12.32% | 0.090 | +7.39% | +2.55% | 14,223.1 | ||
IYK | iShares U.S. Consumer Staples ETF | 131,178 | 7,863.0 | +7.31% | 7.930 | +0.54% | 0.500 | -1.17% | +8.10% | 1,421.8 | ||
UNH | UnitedHealth Group Inc | 11,078 | 5,595.0 | New Holding | 5.650 | +5.65% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans | |
MCD | McDonald's Corp | 22,896 | 5,283.0 | New Holding | 5.330 | +5.33% | 0.000 | -4.03% | +3.65% | 212,414.8 | Restaurants | |
AOM |
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
| 128,460 | 4,703.0 | +12.83% | 4.750 | +0.54% | 0.330 | +7.43% | +6.64% | 1,533.0 | ||
RWM |
ProShares Short Russell2000 -1x Shares
ProShares Short Russell2000 -1x Shares
| 162,164 | 4,275.0 | New Holding | 4.310 | +4.31% | 0.820 | -15.53% | -0.57% | 132.1 | ||
AAPL | Apple Inc | 30,745 | 4,249.0 | +132.56% | 4.290 | +2.45% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
WRB | WR Berkley Corp | 96,870 | 4,171.0 | -0.75% | 4.210 | -0.03% | 0.020 | +0.73% | +18.58% | 26,080.7 | Insurance | |
RISR | FolioBeyond Rising Rates ETF | 131,435 | 4,146.0 | +3.46% | 4.180 | +0.14% | 4.870 | +0.79% | +4.00% | 161.9 | ||
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 251,190 | 4,064.0 | +13.96% | 4.100 | +0.50% | 0.060 | +4.34% | +3.54% | 4,566.9 |
LFS ASSET MANAGEMENT's Historical Top Holdings Breakdowns
LFS ASSET MANAGEMENT Total Holding History ($B)
LFS ASSET MANAGEMENT's Asset Allocation
LFS ASSET MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LFS ASSET MANAGEMENT's Hypothetical Growth since 2022-09-30
LFS ASSET MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LFS ASSET MANAGEMENT's Holdings Heat Map
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LFS ASSET MANAGEMENT's Holdings Bubble Chart
LFS ASSET MANAGEMENT News
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