· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $44.93Day −1.02%1Y +85.5%Off 52W high −5.8%Vol (1Y) 26.6%
Daily closing price, split-adjusted to the current basis; 1.7y shown of 433 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.4d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
LFSC is not in the screener universe.
| YTD+22.7% |
| 1Y+85.5% |
| Since incept. (ann.)+40.4% |
Total return through 2026-07-29 · series begins 2024-10-31. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)26.6% |
| Ann. volatility (3Y)28.6% |
| Sharpe (1Y)2.46 |
| Sharpe (3Y)1.35 |
| Max drawdown (1Y)−16.2% |
| Max drawdown (3Y)−29.7% |
| Beta (3Y vs SPY)0.91 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| EMERALD MUTUAL FUND ADVISERS TRUST | 2.0M | $70M | — | +0.0% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 69,994 | $2M | — | new |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 49,739 | $2M | — | +8.3% |
| Atria Investments, Inc | 22,345 | $781,778 | — | new |
| Tidal Investments LLC | 19,958 | $698,265 | — | +17.4% |
| Advisory Services Network, LLC | 100 | $3,499 | — | new |
| UBS Group AG | 21 | $735 | — | −93.9% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for LFSC.
