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Home > Institutional Investor > Lfs Asset Management > Profile

Instuitional Investor - Lfs Asset Management

Fund Profile
Filing Period:
Fund Name: Lfs Asset Management
Portfolio Value $99,114,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Preferred Income Sec Etf
 392,223 $12,422,000 12.53%
2.
Ishares Trust
 IEF 43,726 $7,863,000 7.93%
3.
Unitedhealth Group Inc
 UNH 11,078 $5,595,000 5.64%
4.
Mcdonalds Corp
 MCD 22,896 $5,283,000 5.33%
5.
Ishares Core Moderate Allocatin Etf
 128,460 $4,703,000 4.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)