Top 48 Lfs Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES PREFERRED INCOME SEC ETF | 12.53% | 392.2K | $12K | new | โ | 2022-09-30 | |
| IYK | ISHARES U S CONSUMER STAPLES ETF | 7.93% | 43.7K | $8K | new | โ | 2022-09-30 | |
| UNH | UNITEDHEALTH GRP INC | 5.65% | 11.1K | $6K | new | โ | 2022-09-30 | |
| MCD | MCDONALDS CORP | 5.33% | 22.9K | $5K | new | โ | 2022-09-30 | |
| AOM | ISHARES CORE MODERATE ALLOCATIN ETF | 4.75% | 128.5K | $5K | new | โ | 2022-09-30 | |
| RWM | PROSHARES SHORT RUSSELL 2000 ETF | 4.31% | 162.2K | $4K | new | โ | 2022-09-30 | |
| AAPL | APPLE INC | 4.29% | 30.7K | $4K | new | โ | 2022-09-30 | |
| WRB | W R BERKLEY CORP | 4.21% | 64.6K | $4K | new | โ | 2022-09-30 | |
| RISR | FOLIOBEYOND RISING RATES ETF | 4.18% | 131.4K | $4K | new | โ | 2022-09-30 | |
| PDBC | INVSC ACTVLY MNG OPTM YD DVRS ETF | 4.1% | 251.2K | $4K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Lfs Asset Management reports $99.11K in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are PFF (12.5%), IYK (7.9%) and UNH (5.7%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Lfs Asset Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1942844). View Lfs Asset Managementโs 13F filings on SEC