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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.01M 0.9%
31,562
+25,675
27
$5.92M 0.88%
62,330
+14,270
28
$5.89M 0.88%
147,591
-22,953
29
$5.69M 0.85%
41,520
-11,845
30
$5.65M 0.84%
57,544
+35,624
31
$5.5M 0.82%
18,148
-1,235
32
$5.3M 0.79%
138,462
+95,178
33
$5.17M 0.77%
+23,587
34
$5.13M 0.76%
+69,964
35
$5.09M 0.76%
54,521
+20,991
36
$5.04M 0.75%
+101,610
37
$5.03M 0.75%
35,586
+5,139
38
$5.01M 0.75%
68,563
-44,688
39
$4.97M 0.74%
29,242
+17,552
40
$4.76M 0.71%
39,680
+14,008
41
$4.43M 0.66%
+7,098
42
$4.41M 0.66%
9,685
+2,742
43
$4.29M 0.64%
22,569
+84
44
$4.19M 0.63%
+41,815
45
$4.15M 0.62%
21,537
+13,827
46
$4.09M 0.61%
51,742
-7,500
47
$4.02M 0.6%
+28,819
48
$3.93M 0.59%
+118,105
49
$3.91M 0.58%
+35,195
50
$3.79M 0.56%
24,187
+820
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