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
$714M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.9M
3 +$13.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.64M
5
WYNN icon
Wynn Resorts
WYNN
+$8.07M

Top Sells

1 +$9.95M
2 +$9.36M
3 +$6.91M
4
SBUX icon
Starbucks
SBUX
+$6.01M
5
MRK icon
Merck
MRK
+$5.78M

Sector Composition

1 Technology 19.21%
2 Industrials 9.6%
3 Consumer Discretionary 9.05%
4 Consumer Staples 6.51%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.6M 0.92%
+33,027
27
$6.55M 0.92%
+23,442
28
$6.54M 0.92%
93,842
+17,383
29
$6.5M 0.91%
+86,489
30
$6.18M 0.87%
13,305
+10,534
31
$5.94M 0.83%
+60,587
32
$5.56M 0.78%
13,468
-9,571
33
$5.53M 0.77%
89,148
+77,845
34
$5.34M 0.75%
26,165
-151
35
$5.31M 0.74%
+13,788
36
$5.29M 0.74%
+23,142
37
$5.06M 0.71%
64,537
-2,478
38
$5.05M 0.71%
40,478
-24,991
39
$5M 0.7%
+30,661
40
$4.98M 0.7%
93,940
+56,720
41
$4.94M 0.69%
+29,419
42
$4.91M 0.69%
+99,455
43
$4.9M 0.69%
99,795
-6,444
44
$4.86M 0.68%
+43,419
45
$4.86M 0.68%
+21,294
46
$4.81M 0.67%
23,205
+8,781
47
$4.78M 0.67%
+214,143
48
$4.75M 0.66%
+54,042
49
$4.51M 0.63%
23,210
-9,316
50
$3.73M 0.52%
2,831
+1,447