LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+12.08%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$881M
AUM Growth
+$881M
(+2%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-2.46%
Top 10 Holdings %
Top 10 Hldgs %
17.71%
Holding
422
New
78
Increased
69
Reduced
118
Closed
64
Top Buys
| 1 |
Oshkosh
OSK
|
$7.63M |
| 2 |
Bank of America
BAC
|
$7.22M |
| 3 |
The Mosaic Company
MOS
|
$6.51M |
| 4 |
Wells Fargo
WFC
|
$6.28M |
| 5 |
Goldman Sachs
GS
|
$5.86M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$6.9M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$6.84M |
| 3 |
Adobe
ADBE
|
$6.74M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$6.19M |
| 5 |
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% |
