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
$276M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.74M
3
+$5.48M
4
JPM icon
JPMorgan Chase
JPM
+$4.38M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.23M

Top Sells

1
+$8.08M
2
+$5.61M
3
+$5.22M
4
EOG icon
EOG Resources
EOG
+$5.14M
5
BIIB icon
Biogen
BIIB
+$5.11M

Sector Composition

1 Communication Services 21.8%
2 Industrials 20.1%
3 Healthcare 12.2%
4 Consumer Discretionary 9.59%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.31%
+21,873
52
$664K 0.24%
25,562
+3,200
53
$648K 0.24%
12,274
+1,576
54
$632K 0.23%
12,645
+1,062
55
$619K 0.22%
25,158
+14,438
56
$615K 0.22%
5,243
-1,475
57
$604K 0.22%
+6,851
58
$597K 0.22%
6,661
+3,909
59
$590K 0.21%
7,167
+1,190
60
$586K 0.21%
+5,572
61
$573K 0.21%
+9,293
62
$572K 0.21%
+1,847
63
$570K 0.21%
+15,232
64
$562K 0.2%
5,776
+631
65
$561K 0.2%
10,440
-63,619
66
$560K 0.2%
11,394
+1,747
67
$556K 0.2%
+48,766
68
$543K 0.2%
3,795
+2,136
69
$529K 0.19%
7,487
-1,996
70
$503K 0.18%
19,065
+2,878
71
$467K 0.17%
5,275
+38
72
$380K 0.14%
+13,611
73
$289K 0.1%
4,915
+51
74
$287K 0.1%
+13,654
75
$280K 0.1%
+21,562
1 2
3
4 5