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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.6%
33,387
-24,796
27
$2.94M 0.55%
62,615
+4,962
28
$2.9M 0.54%
22,734
+10,515
29
$2.85M 0.54%
12,973
-12,127
30
$2.59M 0.49%
69,711
+16,681
31
$2.57M 0.48%
59,064
-1,120
32
$2.53M 0.48%
14,749
-827
33
$2.46M 0.46%
7,624
-7,550
34
$2.4M 0.45%
24,610
-55,979
35
$2.36M 0.44%
25,610
+4,527
36
$2.35M 0.44%
10,502
-20,486
37
$2.34M 0.44%
17,742
-20,580
38
$2.26M 0.42%
114,690
-4,537
39
$2.26M 0.42%
39,702
-4,846
40
$2.15M 0.4%
23,391
41
$1.78M 0.33%
10,614
-38
42
$1.76M 0.33%
16,176
-51,364
43
$1.71M 0.32%
54,450
+28,590
44
$1.71M 0.32%
20,327
-40,463
45
$1.64M 0.31%
15,400
+260
46
$1.63M 0.31%
44,140
+17,625
47
$1.57M 0.29%
11,450
+2,063
48
$1.55M 0.29%
21,438
+90
49
$1.53M 0.29%
+5
50
$1.52M 0.28%
14,099
+12,488
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