LSA
L & S Advisors Portfolio holdings
AUM
$1.04B
1-Year Est. Return
45.52%
1 Year Est. Return
+45.52%
AUM
$1.04B
AUM Growth
+$30.2M
(+3%)
Holding
390
Top Buys
| 1 | +$46M | |
| 2 | +$11.6M | |
| 3 | +$10.3M | |
| 4 |
Blackstone
BX
|
+$10M |
| 5 |
Micron Technology
MU
|
+$9.06M |
Top Sells
| 1 | +$26.4M | |
| 2 | +$24.2M | |
| 3 | +$23.1M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$18.7M |
| 5 |
Visa
V
|
+$7.29M |
Sector Composition
| 1 | Technology | 21.89% |
| 2 | Financials | 11.51% |
| 3 | Industrials | 11.31% |
| 4 | Communication Services | 5.99% |
| 5 | Healthcare | 4.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nu Holdings
NU
$80.9B
| $6.03M | 0.58% |
376,880
+17,599
|
|
||
52
Home Depot
HD
$350B
| $5.94M | 0.57% |
14,661
+6,955
|
|
||
53
Alibaba
BABA
$379B
| $5.44M | 0.52% |
+30,461
|
|
||
54
Wells Fargo
WFC
$285B
| $5.08M | 0.49% |
+60,611
|
|
||
55
Avantis US Equity ETF
AVUS
$10.4B
| $4.97M | 0.48% |
45,712
+2,039
|
|
||
56
BWX Technologies
BWXT
$16.4B
| $4.94M | 0.47% |
26,794
-2,103
|
|
||
57
KLA
KLAC
$163B
| $4.46M | 0.43% |
4,135
+20
|
|
||
58
NRG Energy
NRG
$32.2B
| $4.34M | 0.42% |
26,825
|
|
||
59
Dimensional US High Profitability ETF
DUHP
$10.2B
| $4.31M | 0.41% |
114,002
+7,010
|
|
||
60
Howmet Aerospace
HWM
$77.4B
| $3.93M | 0.38% |
20,047
-317
|
|
||
61
Kinder Morgan
KMI
$59.2B
| $3.89M | 0.37% |
137,353
+302
|
|
||
62
Realty Income
O
$52.1B
| $3.88M | 0.37% |
+63,851
|
|
||
63
Prologis
PLD
$120B
| $3.79M | 0.36% |
+33,104
|
|
||
64
Intuit
INTU
$184B
| $3.78M | 0.36% |
5,541
+97
|
|
||
65
Duke Energy
DUK
$88.7B
| $3.77M | 0.36% |
+30,455
|
|
||
66
DTE Energy
DTE
$27B
| $3.75M | 0.36% |
+26,540
|
|
||
67
Intuitive Surgical
ISRG
$197B
| $3.73M | 0.36% |
8,334
+357
|
|
||
68
CME Group
CME
$96B
| $3.71M | 0.36% |
13,728
-22,595
|
|
||
69
Dominion Energy
D
$49.6B
| $3.62M | 0.35% |
+59,231
|
|
||
|
SNDK
70
Sandisk
SNDK
$34.1B
| $3.62M | 0.35% |
+32,238
|
|
||
71
Procter & Gamble
PG
$327B
| $3.52M | 0.34% |
22,904
-9
|
|
||
72
Kratos Defense & Security Solutions
KTOS
$13B
| $3.42M | 0.33% |
37,462
-16,343
|
|
||
73
Celestica
CLS
$40.1B
| $3.41M | 0.33% |
13,857
-770
|
|
||
74
Steel Dynamics
STLD
$25B
| $3.38M | 0.33% |
+24,250
|
|
||
75
American Express
AXP
$259B
| $3.38M | 0.32% |
10,172
-11,940
|
|