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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.5M 0.96%
66,186
+648
27
$8.36M 0.94%
63,343
+46,577
28
$8.06M 0.91%
26,864
-887
29
$7.9M 0.89%
28,305
-1,324
30
$7.61M 0.86%
94,900
+67,490
31
$7.14M 0.81%
169,438
+160,553
32
$6.84M 0.77%
11,261
-5,482
33
$6.7M 0.76%
16,799
+8,166
34
$6.7M 0.76%
9,151
-192
35
$6.69M 0.76%
25,726
-28
36
$6.64M 0.75%
47,363
-10,351
37
$6.62M 0.75%
109,962
-23,364
38
$6.6M 0.75%
25,387
+11,990
39
$6.54M 0.74%
+65,297
40
$6.53M 0.74%
+39,989
41
$6.5M 0.73%
+9,015
42
$6.41M 0.72%
+63,201
43
$6.34M 0.72%
+256,137
44
$6.34M 0.72%
+27,527
45
$6.33M 0.72%
+227,127
46
$6.33M 0.72%
162,363
+16,508
47
$6.28M 0.71%
+10,223
48
$6.26M 0.71%
+91,392
49
$6.24M 0.71%
+32,661
50
$6.23M 0.7%
96,700
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