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
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$14M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.42M

Top Sells

1
+$8.94M
2
+$8.71M
3
+$8.62M
4
C icon
Citigroup
C
+$8.56M
5
CRWD icon
CrowdStrike
CRWD
+$8.13M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 0.84%
+35,710
27
$7.38M 0.84%
56,145
+25,869
28
$7.26M 0.83%
22,059
-4,805
29
$7.12M 0.81%
+46,925
30
$6.85M 0.78%
8,055
-1,096
31
$6.84M 0.78%
25,559
-167
32
$6.73M 0.77%
+37,314
33
$6.7M 0.76%
15,065
-1,734
34
$6.47M 0.74%
84,447
+81,129
35
$6.39M 0.73%
+164,518
36
$6.3M 0.72%
96,700
37
$6.28M 0.72%
16,389
-21,225
38
$6.28M 0.72%
20,090
+9,291
39
$6.24M 0.71%
+31,316
40
$6.24M 0.71%
92,100
-17,862
41
$6.04M 0.69%
+88,678
42
$5.95M 0.68%
60,684
-4,613
43
$5.78M 0.66%
28,888
-29,893
44
$5.76M 0.66%
24,891
+12,315
45
$5.71M 0.65%
8,462
-2,799
46
$5.19M 0.59%
41,912
-21,431
47
$4.66M 0.53%
40,463
-49,840
48
$4.6M 0.53%
+65,027
49
$4.26M 0.49%
+110,825
50
$4.22M 0.48%
8,346
-2,208
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