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
$594M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$9.15M
3
+$6.77M
4
CVX icon
Chevron
CVX
+$6.29M
5
XOM icon
Exxon Mobil
XOM
+$6.18M

Top Sells

1
+$7.34M
2
+$6.6M
3
+$6.35M
4
CSCO icon
Cisco
CSCO
+$6.21M
5
DIS icon
Walt Disney
DIS
+$5.93M

Sector Composition

1 Technology 13.11%
2 Energy 9.98%
3 Healthcare 8.22%
4 Financials 6.68%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.87%
21,200
+7,001
27
$4.88M 0.82%
172,981
-99,728
28
$4.65M 0.78%
21,097
-10,421
29
$4.4M 0.74%
102,187
-144,437
30
$4.37M 0.74%
87,994
-132,696
31
$4.27M 0.72%
20,604
+13,019
32
$4.2M 0.71%
21,736
-3,038
33
$4.18M 0.7%
+37,198
34
$4.14M 0.7%
+87,010
35
$4.13M 0.7%
61,722
-28,251
36
$4.13M 0.69%
44,550
+1,532
37
$4.09M 0.69%
27,161
+3,699
38
$4.01M 0.68%
115,786
+13,408
39
$3.93M 0.66%
29,662
-13,658
40
$3.83M 0.65%
16,396
-12,255
41
$3.7M 0.62%
63,821
+1,466
42
$3.69M 0.62%
37,699
-27,218
43
$3.67M 0.62%
22,980
+318
44
$3.56M 0.6%
20,670
+16,816
45
$3.41M 0.57%
71,937
-42,618
46
$3.29M 0.55%
22,816
+3,649
47
$3.2M 0.54%
+23,433
48
$3.19M 0.54%
+21,712
49
$3.08M 0.52%
+24,575
50
$3.03M 0.51%
19,323
+11,504
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