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
$957M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.82M
4
IBM icon
IBM
IBM
+$9.46M
5
ORCL icon
Oracle
ORCL
+$9.17M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$15.7M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.01M

Sector Composition

1 Technology 21.26%
2 Industrials 13.23%
3 Financials 8.12%
4 Consumer Discretionary 6.67%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.46M 0.99%
+42,810
27
$9.17M 0.96%
+53,809
28
$9.03M 0.94%
55,055
+42,309
29
$8.89M 0.93%
124,617
+27,917
30
$8.84M 0.92%
46,105
+8,791
31
$8.64M 0.9%
+14,773
32
$8.62M 0.9%
+29,899
33
$8.38M 0.88%
102,640
-7,320
34
$8.31M 0.87%
+60,799
35
$7.69M 0.8%
28,337
+3,446
36
$7.56M 0.79%
44,461
+13,145
37
$7.35M 0.77%
+37,891
38
$7.34M 0.77%
+61,904
39
$7.23M 0.76%
25,522
-37
40
$7.19M 0.75%
8,111
+56
41
$7.11M 0.74%
40,917
-9,227
42
$6.85M 0.72%
61,224
+540
43
$6.83M 0.71%
81,519
+49,410
44
$6.75M 0.71%
39,949
-6,976
45
$6.61M 0.69%
+131,216
46
$6.59M 0.69%
+59,878
47
$6.59M 0.69%
+8,133
48
$6.47M 0.68%
+41,534
49
$6.41M 0.67%
21,538
+13,828
50
$6.15M 0.64%
+35,351
1
2
3 4 5