LFS Asset Management is based out of San Ramon. LFS Asset Management is a large advisory firm with 463 clients and discretionary assets under management (AUM) of $210,400,000 (Form ADV from 2022-03-10). Whalewisdom has at least 2 13F filings

2022-12-31
Top Buys (13F)
Name | % Change |
---|

2022-12-31
Top Sells (13F)
Name | % Change |
---|

2022-12-31
13F Holdings Summary

2022-12-31
13F Activity
Market Value | $0, Prior: $99.1m |
New Purchases | 0 stocks |
Additional Purchases | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | % |
Turnover %[1] | % |
Turnover Alt %[2] | % |
Time Held Top 20 | quarters |
Time Held Top 10 | quarters |
Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2022-12-31
13F Sector Allocation Over Time

2022-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-12-31