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
$598M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.17M
3
+$5.94M
4
XEC
CIMAREX ENERGY CO
XEC
+$5.91M
5
CBOE icon
Cboe Global Markets
CBOE
+$5.89M

Top Sells

1
+$10.1M
2
+$9.95M
3
+$6.96M
4
MDT icon
Medtronic
MDT
+$6.2M
5
CCL icon
Carnival Corp
CCL
+$6.1M

Sector Composition

1 Industrials 14.72%
2 Technology 12.53%
3 Healthcare 12.14%
4 Financials 7.23%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.57%
+31,303
52
$3.03M 0.51%
33,495
-3,956
53
$3.02M 0.51%
30,499
-2,705
54
$2.95M 0.49%
+22,341
55
$2.89M 0.48%
24,840
+2,970
56
$2.89M 0.48%
47,259
-86
57
$2.75M 0.46%
+32,154
58
$2.75M 0.46%
+14,721
59
$2.63M 0.44%
15,238
+10,141
60
$2.6M 0.43%
+40,937
61
$2.47M 0.41%
18,083
-2,253
62
$2.47M 0.41%
12,049
-1,262
63
$2.46M 0.41%
104,929
-159
64
$2.34M 0.39%
9,434
+3,304
65
$2.23M 0.37%
24,484
-301
66
$2.15M 0.36%
9,071
-282
67
$2.07M 0.35%
61,482
-1,305
68
$1.93M 0.32%
34,076
-1,880
69
$1.89M 0.32%
102,200
-288,000
70
$1.71M 0.29%
13,372
-1,210
71
$1.66M 0.28%
21,221
-22,278
72
$1.64M 0.27%
50,259
+6,935
73
$1.61M 0.27%
14,370
-138
74
$1.59M 0.27%
12,285
+110
75
$1.49M 0.25%
10,663
-1,122
1 2
3
4 5