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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 0.9%
35,400
+14,730
27
$6.81M 0.88%
+162,770
28
$6.53M 0.85%
+31,523
29
$6.39M 0.83%
25,100
+8,704
30
$6.39M 0.83%
114,020
+27,010
31
$6.3M 0.82%
+255,345
32
$6.28M 0.81%
40,269
+18,557
33
$6.2M 0.8%
75,445
+3,273
34
$6.2M 0.8%
58,183
+20,484
35
$6.11M 0.79%
38,322
+25,114
36
$6M 0.78%
88,077
-1,314
37
$5.94M 0.77%
39,585
+9,923
38
$5.69M 0.74%
122,110
+50,173
39
$5.64M 0.73%
15,174
-456
40
$5.63M 0.73%
35,402
+11,969
41
$5.49M 0.71%
65,977
+40,425
42
$5.43M 0.7%
+52,945
43
$5.34M 0.69%
60,790
+41,149
44
$4.71M 0.61%
119,227
+3,441
45
$4.67M 0.6%
95,999
-6,188
46
$4.45M 0.58%
23,244
+264
47
$4.27M 0.55%
29,360
+6,544
48
$4.2M 0.54%
+58,338
49
$4.08M 0.53%
34,870
+17,768
50
$3.67M 0.48%
+11,290
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