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
$569M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.47M
3
+$6.41M
4
CCL icon
Carnival Corp
CCL
+$6.1M
5
BDX icon
Becton Dickinson
BDX
+$6.02M

Top Sells

1
+$15.4M
2
+$15.1M
3
+$10M
4
HWM icon
Howmet Aerospace
HWM
+$7.41M
5
LLY icon
Eli Lilly
LLY
+$6.08M

Sector Composition

1 Technology 17.5%
2 Industrials 14.76%
3 Consumer Discretionary 9.46%
4 Healthcare 9.02%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.56%
37,543
-925
52
$3.15M 0.55%
37,451
-1,136
53
$3.09M 0.54%
+69,258
54
$3.04M 0.53%
+35,161
55
$2.96M 0.52%
84,568
-5,488
56
$2.95M 0.52%
+20,981
57
$2.95M 0.52%
+12,202
58
$2.9M 0.51%
47,345
+255
59
$2.86M 0.5%
+44,169
60
$2.84M 0.5%
+72,941
61
$2.8M 0.49%
33,204
-693
62
$2.69M 0.47%
20,336
+992
63
$2.66M 0.47%
45,889
-426
64
$2.65M 0.46%
+22,921
65
$2.64M 0.46%
29,493
-1,208
66
$2.55M 0.45%
59,103
-2,013
67
$2.52M 0.44%
8,757
+5,717
68
$2.35M 0.41%
105,088
+3,542
69
$2.35M 0.41%
65,036
-2,258
70
$2.27M 0.4%
21,870
+3,870
71
$2.17M 0.38%
41,858
-54,653
72
$2.16M 0.38%
24,785
+1,289
73
$2.12M 0.37%
62,925
-7,278
74
$2.08M 0.36%
9,353
-4
75
$1.97M 0.35%
62,787
-16,325
1 2
3
4 5