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
$530M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.11M
3
+$4.95M
4
KMB icon
Kimberly-Clark
KMB
+$3.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.06M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$8.84M
4
FMC icon
FMC
FMC
+$6.02M
5
JPM icon
JPMorgan Chase
JPM
+$5.85M

Sector Composition

1 Technology 16.12%
2 Healthcare 12.58%
3 Consumer Discretionary 6.06%
4 Communication Services 5.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 0.62%
41,576
+593
27
$3.23M 0.61%
16,635
+5,208
28
$3.06M 0.58%
+61,500
29
$3.05M 0.58%
12,242
+256
30
$3.01M 0.57%
23,367
-1,967
31
$3.01M 0.57%
126,930
-215,600
32
$2.69M 0.51%
33,530
+1,922
33
$2.61M 0.49%
6,943
+3,245
34
$2.58M 0.49%
46,289
-448
35
$2.53M 0.48%
8,928
-631
36
$2.46M 0.46%
8,568
+4,621
37
$2.44M 0.46%
27,125
-65,005
38
$2.44M 0.46%
10,881
-11,483
39
$2.44M 0.46%
13,058
-12,606
40
$2.42M 0.46%
25,019
-39,990
41
$2.39M 0.45%
25,672
-40,374
42
$2.33M 0.44%
7,337
+4,180
43
$2.33M 0.44%
+29,941
44
$2.33M 0.44%
+16,443
45
$2.28M 0.43%
17,071
-35,336
46
$2.11M 0.4%
+14,331
47
$2.1M 0.4%
13,047
-15,484
48
$2.1M 0.4%
53,415
-9,766
49
$2M 0.38%
48,060
-17,920
50
$2M 0.38%
5,910
+1,497
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