LSA

L & S Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 46.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.5M
3
+$14.2M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$11.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.14M

Top Sells

1
+$8.94M
2
+$8.62M
3
+$8.51M
4
BAC icon
Bank of America
BAC
+$8.39M
5
C icon
Citigroup
C
+$8.31M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
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