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
$379M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.92M
3
+$6.76M
4
UNH icon
UnitedHealth
UNH
+$6.73M
5
COST icon
Costco
COST
+$6.68M

Top Sells

1
+$13.8M
2
+$8.36M
3
+$6.79M
4
YHOO
Yahoo Inc
YHOO
+$6.09M
5
MSFT icon
Microsoft
MSFT
+$6.05M

Sector Composition

1 Communication Services 19.69%
2 Healthcare 16.7%
3 Consumer Discretionary 14.41%
4 Industrials 13.98%
5 Technology 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.67%
+29,204
52
$2.5M 0.66%
+5,931
53
$2.43M 0.64%
+23,512
54
$2.41M 0.63%
44,184
+16,742
55
$2.4M 0.63%
92,304
+63,820
56
$2.4M 0.63%
+28,422
57
$2.35M 0.62%
+43,156
58
$2.34M 0.62%
+56,912
59
$2.34M 0.62%
82,820
+31,128
60
$2.33M 0.61%
+50,312
61
$2.29M 0.6%
52,509
+19,999
62
$2.26M 0.59%
84,301
+33,358
63
$2.23M 0.59%
+81,173
64
$2.18M 0.58%
11,621
-21,033
65
$2.18M 0.57%
51,416
+19,533
66
$2.14M 0.56%
+14,188
67
$2.14M 0.56%
+31,440
68
$2.09M 0.55%
+18,155
69
$2.06M 0.54%
+86,574
70
$2.03M 0.53%
+27,407
71
$1.25M 0.33%
+16,653
72
$1.25M 0.33%
+24,336
73
$1.21M 0.32%
24,811
+10,306
74
$994K 0.26%
13,706
-1,002
75
$870K 0.23%
+28,779
1 2
3
4 5