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
$525M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.06M
3
+$6.06M
4
CSCO icon
Cisco
CSCO
+$6.05M
5
DIS icon
Walt Disney
DIS
+$5.12M

Top Sells

1
+$8.59M
2
+$7.45M
3
+$7.44M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.68M
5
FANG icon
Diamondback Energy
FANG
+$6.56M

Sector Composition

1 Technology 14.35%
2 Industrials 13.36%
3 Financials 10.72%
4 Healthcare 6.98%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 1.02%
24,774
+410
27
$5.18M 0.99%
43,320
+2,222
28
$4.3M 0.82%
57,578
-6,511
29
$4.21M 0.8%
207,470
-123,880
30
$4.07M 0.78%
43,018
-78,586
31
$4M 0.76%
77,040
-82,460
32
$3.62M 0.69%
24,557
-21,296
33
$3.6M 0.69%
102,378
-281
34
$3.57M 0.68%
19,439
-14,731
35
$3.54M 0.68%
33,574
+574
36
$3.51M 0.67%
605,680
-745,640
37
$3.24M 0.62%
62,355
+19,934
38
$3.23M 0.62%
38,377
+33,329
39
$3.2M 0.61%
30,258
+390
40
$3.14M 0.6%
20,204
-20,089
41
$3.12M 0.6%
+23,462
42
$3.12M 0.59%
22,662
-960
43
$3.11M 0.59%
20,296
-16,690
44
$3.1M 0.59%
36,464
-30,352
45
$3.07M 0.58%
+14,199
46
$3.04M 0.58%
19,098
-17,963
47
$3.04M 0.58%
64,508
-28,439
48
$3.04M 0.58%
35,491
+31,101
49
$2.99M 0.57%
34,356
-38,044
50
$2.98M 0.57%
+17,239
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