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
$441M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.24M
3
+$7.2M
4
ELS icon
Equity Lifestyle Properties
ELS
+$7.2M
5
C icon
Citigroup
C
+$7.19M

Top Sells

1
+$7.42M
2
+$7.19M
3
+$6.7M
4
INTC icon
Intel
INTC
+$6.68M
5
PEP icon
PepsiCo
PEP
+$6.47M

Sector Composition

1 Technology 18.34%
2 Industrials 14.8%
3 Energy 13.32%
4 Financials 12.02%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.78%
41,024
-44,054
52
$3.39M 0.77%
63,305
-2,991
53
$3.35M 0.76%
+105,116
54
$3.16M 0.72%
+56,653
55
$3.07M 0.7%
+69,292
56
$3.07M 0.7%
+59,593
57
$3.04M 0.69%
29,486
-1,572
58
$3.03M 0.69%
80,670
-466
59
$3M 0.68%
+22,665
60
$2.91M 0.66%
+12,499
61
$2.9M 0.66%
+119,079
62
$2.77M 0.63%
+67,286
63
$2.72M 0.62%
75,040
-184,172
64
$2.72M 0.62%
48,347
-4,789
65
$2.68M 0.61%
+203,200
66
$2.67M 0.61%
+133,512
67
$2.08M 0.47%
+19,700
68
$1.98M 0.45%
65,582
-115,920
69
$1.91M 0.43%
+10,593
70
$1.9M 0.43%
7,455
+1,041
71
$1.86M 0.42%
15,415
+1,740
72
$1.83M 0.42%
37,570
+14,040
73
$1.63M 0.37%
14,119
-26,728
74
$1.58M 0.36%
+187,596
75
$1.58M 0.36%
+11,612
1 2
3
4 5