Hedge Fund - West Coast Asset Management
Lance Helfert And Paul Orfalea Bio, Returns, Net Worth
Manager biograhy is currently missing.
Fund Profile
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| Fund Name: | West Coast Asset Management |
| Manager | Lance Helfert And Paul Orfalea |
| Portfolio Value | $57,314,000 |
| Change This QTR | +0.80% |
Top Holdings
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Sorted by:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | TAP | 179,730 | $7,691 | -4% |
13.41% | |
| 2.) | KMB | 81,165 | $6,853 | -25% |
11.95% | |
| 3.) | JNJ | 83,282 | $5,838 | -28% |
10.18% | |
| 4.) | ADP | 83,485 | $4,753 | -4% |
8.29% | |
| 5.) | MSFT | 163,480 | $4,367 | -20% |
7.61% | |
| 6.) | CLX | 57,235 | $4,191 | -28% |
7.31% | |
| 7.) | BR | 180,310 | $4,125 | -2% |
7.19% | |
| 8.) | EXC | 118,446 | $3,523 | -3% |
6.14% | |
| 9.) | MDLZ | 122,048 | $3,106 |  |
5.41% | |
| 10.) | LYV | 322,041 | $2,998 | -26% |
5.23% |
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