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
$782M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$12.4M
3
+$12.2M
4
C icon
Citigroup
C
+$9.45M
5
JPM icon
JPMorgan Chase
JPM
+$9.3M

Top Sells

1
+$6.76M
2
+$6.53M
3
+$6.16M
4
SRE icon
Sempra
SRE
+$6.1M
5
VZ icon
Verizon
VZ
+$6M

Sector Composition

1 Technology 15.18%
2 Healthcare 9.58%
3 Financials 7.26%
4 Consumer Discretionary 6.45%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 0.8%
50,059
-11,391
27
$6.02M 0.77%
+60,273
28
$5.96M 0.76%
150,558
-5,109
29
$5.96M 0.76%
47,680
-251
30
$5.93M 0.76%
+22,364
31
$5.93M 0.76%
49,227
+31,936
32
$5.6M 0.72%
25,664
-4,487
33
$5.36M 0.69%
28,531
-984
34
$5.21M 0.67%
22,675
-28,419
35
$4.62M 0.59%
76,288
-59,216
36
$4.53M 0.58%
22,962
-2,016
37
$4.52M 0.58%
59,220
-948
38
$4.24M 0.54%
21,421
+15,611
39
$4.16M 0.53%
21,024
+75
40
$4.14M 0.53%
25,334
-230
41
$4.05M 0.52%
114,880
+78,077
42
$3.78M 0.48%
12,670
+130
43
$3.69M 0.47%
95,610
+26,946
44
$3.59M 0.46%
610,440
+188,800
45
$3.57M 0.46%
65,533
+5,407
46
$3.56M 0.46%
40,983
+1,297
47
$3.52M 0.45%
11,986
-238
48
$3.27M 0.42%
+21,349
49
$3.2M 0.41%
14,026
+6,081
50
$3.17M 0.41%
+13,781
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