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
$276M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.74M
3
+$5.48M
4
JPM icon
JPMorgan Chase
JPM
+$4.38M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.23M

Top Sells

1
+$8.08M
2
+$5.61M
3
+$5.22M
4
EOG icon
EOG Resources
EOG
+$5.14M
5
BIIB icon
Biogen
BIIB
+$5.11M

Sector Composition

1 Communication Services 21.8%
2 Industrials 20.1%
3 Healthcare 12.2%
4 Consumer Discretionary 9.59%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.46%
+28,482
27
$4M 1.45%
81,172
+3,256
28
$3.98M 1.44%
+47,082
29
$3.89M 1.41%
+64,920
30
$3.88M 1.41%
37,181
+1,342
31
$3.87M 1.41%
+31,829
32
$3.87M 1.41%
+49,678
33
$3.85M 1.4%
+106,337
34
$3.83M 1.39%
40,444
-1,950
35
$3.82M 1.39%
28,003
-16,594
36
$3.74M 1.36%
+240,046
37
$3.72M 1.35%
+94,592
38
$3.71M 1.35%
+71,510
39
$3.65M 1.33%
+44,982
40
$3.63M 1.32%
+132,103
41
$3.62M 1.31%
+163,105
42
$3.55M 1.29%
+90,534
43
$3.51M 1.28%
51,590
-27,769
44
$1.32M 0.48%
37,042
+24,922
45
$1.31M 0.47%
68,055
+45,277
46
$1.28M 0.46%
23,062
+6,521
47
$928K 0.34%
21,372
+120
48
$910K 0.33%
17,405
+7,723
49
$892K 0.32%
14,664
+72
50
$870K 0.32%
6,479
+2,663
1
2
3 4 5