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S&P Futures
4,052.25 -32.00 (-0.78%) Dow Futures
33,854.00 -192.00 (-0.56%) Nasdaq Futures
12,089.00 -133.25 (-1.09%) Russell 2000 Futures
1,903.80 -15.70 (-0.82%) Crude Oil
79.26 -0.42 (-0.53%) Gold
1,938.30 -7.30 (-0.38%)
LS Opportunity Fund - Institutional Class (LSOFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EST
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Overall Portfolio Composition (%)
Cash40.92%
Stocks58.17%
Bonds0.00%
Others0.92%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)LSOFX
Basic Materials3.22%
Consumer Cyclical1.66%
Financial Services28.00%
Real Estate1.26%
Consumer Defensive-0.60%
Healthcare8.44%
Utilities0.00%
Communication Services0.74%
Energy2.65%
Industrials7.57%
Technology5.26%
Equity Holdings
AverageLSOFXCategory Average
Price/Earnings16.0521.4
Price/Book2.063.04
Price/Sales1.622.45
Price/Cashflow015.31
Median Market Cap32,429.1778,037.07
3 Year Earnings Growth18.9514.32
Bond Holdings
AverageLSOFXCategory Average
MaturityN/A5.94
DurationN/A4.26
Credit QualityN/AN/A
Bond Ratings
Sector(s)LSOFX
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 Holdings (32.22% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Invesco Shrt-Trm Inv Treasury Instl | TRPXX | 4.88% |
| Berkshire Hathaway Inc Class B | BRK.B | 4.50% |
| Alleghany Corp | Y | 3.18% |
| Comerica Inc | CMA | 3.09% |
| Progressive Corp | PGR | 3.08% |
| Globe Life Inc | GL | 2.86% |
| Pioneer Natural Resources Co | PXD | 2.79% |
| RenaissanceRe Holdings Ltd | RNR | 2.74% |
| JPMorgan Chase & Co | JPM | 2.57% |
| Brown & Brown Inc | BRO | 2.53% |
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