LSA

L & S Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 38.96%
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.04%
+1,000
227
$306K 0.03%
+12,500
228
$296K 0.03%
5,679
+80
229
$292K 0.03%
2,102
-9,010
230
$291K 0.03%
+2,000
231
$286K 0.03%
+20,000
232
$262K 0.03%
3,385
-245
233
$257K 0.03%
7,235
+160
234
$254K 0.03%
3,940
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235
$249K 0.03%
3,781
236
$248K 0.03%
+5,000
237
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4,000
-1,000
238
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1,972
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239
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3,052
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240
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+2,000
241
$236K 0.03%
2,019
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242
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243
$230K 0.03%
3,000
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244
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3,000
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245
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246
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1,000
-1,135
247
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+2,184
248
$209K 0.02%
1,500
-9,078
249
$209K 0.02%
+5,243
250
$188K 0.02%
2,866
+105
8 9
10
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