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
$653M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.45M
3
+$6.31M
4
SWK icon
Stanley Black & Decker
SWK
+$6.28M
5
EOG icon
EOG Resources
EOG
+$6.16M

Top Sells

1
+$7.17M
2
+$6.53M
3
+$6.08M
4
ANDV
Andeavor
ANDV
+$5.83M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.64M

Sector Composition

1 Technology 15.53%
2 Industrials 13.59%
3 Financials 8.85%
4 Energy 8.79%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 0.99%
126,710
-31,404
27
$6.45M 0.99%
86,712
+40
28
$6.45M 0.99%
+158,559
29
$6.38M 0.98%
20,784
-445
30
$6.31M 0.97%
+40,293
31
$6.28M 0.96%
+36,986
32
$6.27M 0.96%
51,360
-640
33
$6.1M 0.93%
331,350
+229,150
34
$6.08M 0.93%
37,061
-397
35
$5.97M 0.91%
22,368
+379
36
$5.94M 0.91%
+72,400
37
$5.91M 0.91%
66,363
-14,557
38
$5.83M 0.89%
46,570
+35,948
39
$5.74M 0.88%
71,516
-431
40
$5.67M 0.87%
66,816
-17,067
41
$5.61M 0.86%
+87,657
42
$5.36M 0.82%
64,089
-92
43
$5.21M 0.8%
96,783
-28,342
44
$4.75M 0.73%
+134,885
45
$4.73M 0.73%
30,000
46
$4.71M 0.72%
18,467
+9,396
47
$4.69M 0.72%
41,098
+594
48
$4.58M 0.7%
24,364
+161
49
$4.55M 0.7%
+92,947
50
$4.43M 0.68%
96,034
+984
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