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
$653M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.45M
3
+$6.31M
4
SWK icon
Stanley Black & Decker
SWK
+$6.28M
5
EOG icon
EOG Resources
EOG
+$6.16M

Top Sells

1
+$7.17M
2
+$6.53M
3
+$6.08M
4
ANDV
Andeavor
ANDV
+$5.83M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.64M

Sector Composition

1 Technology 15.53%
2 Industrials 13.59%
3 Financials 8.85%
4 Energy 8.79%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.62%
105,466
+43,984
52
$3.86M 0.59%
30,769
-534
53
$3.29M 0.51%
29,868
-631
54
$3.25M 0.5%
102,659
-2,270
55
$3.06M 0.47%
33,000
-495
56
$3M 0.46%
17,362
+12,107
57
$2.99M 0.46%
+57,001
58
$2.99M 0.46%
+56,966
59
$2.87M 0.44%
23,622
-1,218
60
$2.69M 0.41%
+39,837
61
$2.66M 0.41%
31,444
-710
62
$2.63M 0.4%
80,010
+47,196
63
$2.61M 0.4%
11,842
-29,636
64
$2.57M 0.39%
39,849
-1,088
65
$2.52M 0.39%
+22,426
66
$2.44M 0.37%
22,734
+17,055
67
$2.31M 0.35%
16,212
-1,871
68
$2.28M 0.35%
50,805
+43,292
69
$2.28M 0.35%
42,421
-4,838
70
$2.16M 0.33%
23,515
-969
71
$2.15M 0.33%
35,718
+1,642
72
$2.01M 0.31%
14,403
-40,344
73
$1.96M 0.3%
+52,340
74
$1.95M 0.3%
66,279
-145,910
75
$1.72M 0.26%
15,139
+769
1 2
3
4 5