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
$696M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$8.17M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Top Sells

1
+$32.5M
2
+$7.89M
3
+$6.13M
4
ORCL icon
Oracle
ORCL
+$6.07M
5
AMD icon
Advanced Micro Devices
AMD
+$5.64M

Sector Composition

1 Technology 20.61%
2 Healthcare 11.7%
3 Energy 9.96%
4 Industrials 9.92%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.03M 1.01%
50,100
+11,644
27
$6.92M 0.99%
49,974
+1,874
28
$6.82M 0.98%
161,546
+79,465
29
$6.43M 0.92%
41,310
+32,372
30
$6.16M 0.89%
96,700
-32,604
31
$5.78M 0.83%
10,233
+90
32
$5.77M 0.83%
27,175
+621
33
$5.5M 0.79%
+12,637
34
$5.41M 0.78%
+20,146
35
$5.31M 0.76%
18,565
+2,151
36
$5.27M 0.76%
91,464
+1,454
37
$5.26M 0.76%
98,694
+975
38
$5.15M 0.74%
20,587
+1,569
39
$5.11M 0.73%
+57,892
40
$5.06M 0.73%
52,399
-5,306
41
$5.03M 0.72%
+58,317
42
$4.98M 0.72%
+21,707
43
$4.97M 0.71%
+95,808
44
$4.94M 0.71%
+29,784
45
$4.72M 0.68%
+18,251
46
$4.64M 0.67%
+17,625
47
$4.56M 0.66%
38,926
-67,342
48
$3.8M 0.55%
51,896
+10,317
49
$3.63M 0.52%
29,993
+6,939
50
$3.39M 0.49%
12,430
-8,954
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