LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+15%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$727M
AUM Growth
+$727M
(+8.5%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
18.19%
Holding
373
New
55
Increased
81
Reduced
87
Closed
53
Top Buys
| 1 |
Apple
AAPL
|
$16.1M |
| 2 |
Deere & Co
DE
|
$7.37M |
| 3 |
Goldman Sachs
GS
|
$6.35M |
| 4 |
Whirlpool
WHR
|
$6.17M |
| 5 |
PPG Industries
PPG
|
$5.8M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.95M |
| 2 |
Etsy
ETSY
|
$6.68M |
| 3 |
Amazon
AMZN
|
$6.51M |
| 4 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$6.36M |
| 5 |
Lam Research
LRCX
|
$5.52M |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Industrials | 13.26% |
| 3 | Consumer Discretionary | 12.12% |
| 4 | Healthcare | 11.05% |
| 5 | Consumer Staples | 5.39% |