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
$727M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1 +$7.37M
2 +$6.35M
3 +$6.17M
4
PPG icon
PPG Industries
PPG
+$5.8M
5
EMN icon
Eastman Chemical
EMN
+$5.6M

Top Sells

1 +$7.95M
2 +$6.68M
3 +$6.51M
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$6.36M
5
AAPL icon
Apple
AAPL
+$6.35M

Sector Composition

1 Technology 20.06%
2 Industrials 13.26%
3 Consumer Discretionary 12.12%
4 Healthcare 11.05%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-9,035
252
-4,850
253
-43,099
254
-19,016
255
$0 ﹤0.01%
10,000
256
-17,564