We are live on ! Find out more
LSA

L & S Advisors Portfolio holdings

AUM $795M
1-Year Est. Return 53.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.17M
3
+$6.72M
4
NOW icon
ServiceNow
NOW
+$6.12M
5
JPM icon
JPMorgan Chase
JPM
+$5.81M

Top Sells

1
+$17.9M
2
+$10.7M
3
+$10.3M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$10M
5
META icon
Meta Platforms (Facebook)
META
+$7.72M

Sector Composition

1 Technology 20%
2 Industrials 10.9%
3 Financials 7.86%
4 Consumer Discretionary 7.32%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,565
252
– –
-18,357
253
– –
-6,393
254
– –
-4,218
255
– –
-3,920
256
– –
-97,922
257
– –
-1,500
258
– –
-51,000
259
– –
-88,688
260
– –
-27,182
261
– –
-27,233
262
– –
-7,500
263
– –
-35,722
264
– –
-6,812
265
– –
-3,200
266
– –
-3,513
267
– –
-1,285
268
– –
-8,262
269
– –
-6,008
270
– –
-7,215
271
– –
-46,989
272
– –
-6,000
273
– –
-37,400
274
– –
-70,437
275
– –
-5,000
9 10
11
12 13