StockDrifts LogoStockDrifts

LFS Asset Management 13F Portfolio

Portfolio Manager
Lfs Asset Management
Performance
0% (N/A)
AUM (13F)
$99.11K
# of Holdings
48
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Lfs Asset Management Holdings Map

Top 48 Lfs Asset Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PFF
ISHARES PREFERRED INCOME SEC ETF
12.53%392.2K$12Knew2022-Q3: 392.2K sharesโ€”2022-09-30
IYK
ISHARES U S CONSUMER STAPLES ETF
7.93%43.7K$8Knew2022-Q3: 43.7K sharesโ€”2022-09-30
UNH
UNITEDHEALTH GRP INC
5.65%11.1K$6Knew2022-Q3: 11.1K sharesโ€”2022-09-30
MCD
MCDONALDS CORP
5.33%22.9K$5Knew2022-Q3: 22.9K sharesโ€”2022-09-30
AOM
ISHARES CORE MODERATE ALLOCATIN ETF
4.75%128.5K$5Knew2022-Q3: 128.5K sharesโ€”2022-09-30
RWM
PROSHARES SHORT RUSSELL 2000 ETF
4.31%162.2K$4Knew2022-Q3: 162.2K sharesโ€”2022-09-30
AAPL
APPLE INC
4.29%30.7K$4Knew2022-Q3: 30.7K sharesโ€”2022-09-30
WRB
W R BERKLEY CORP
4.21%64.6K$4Knew2022-Q3: 64.6K sharesโ€”2022-09-30
RISR
FOLIOBEYOND RISING RATES ETF
4.18%131.4K$4Knew2022-Q3: 131.4K sharesโ€”2022-09-30
PDBC
INVSC ACTVLY MNG OPTM YD DVRS ETF
4.1%251.2K$4Knew2022-Q3: 251.2K sharesโ€”2022-09-30

About Lfs Asset Managementโ€™s portfolio

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.

Portfolio concentration

Portfolio concentration
PFF โ€” 12.5% ($12.4K)IYK โ€” 7.9% ($7.9K)UNH โ€” 5.6% ($5.6K)MCD โ€” 5.3% ($5.3K)AOM โ€” 4.7% ($4.7K)RWM โ€” 4.3% ($4.3K)AAPL โ€” 4.3% ($4.2K)WRB โ€” 4.2% ($4.2K)RISR โ€” 4.2% ($4.1K)PDBC โ€” 4.1% ($4.1K)Other โ€” 42.7% ($42.3K)
57%in top 10
  • PFF12.5%
  • IYK7.9%
  • UNH5.6%
  • MCD5.3%
  • AOM4.7%
  • RWM4.3%
  • AAPL4.3%
  • WRB4.2%
  • RISR4.2%
  • PDBC4.1%
  • Other42.7%

Unlock alerts, watchlists & AI chat

Sign up free to track Lfs Asset Management, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Lfs Asset Managementโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1942844). View Lfs Asset Managementโ€™s 13F filings on SEC

More 13F analyses

View all