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
$525M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.06M
3
+$6.06M
4
CSCO icon
Cisco
CSCO
+$6.05M
5
DIS icon
Walt Disney
DIS
+$5.12M

Top Sells

1
+$8.59M
2
+$7.45M
3
+$7.44M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.68M
5
FANG icon
Diamondback Energy
FANG
+$6.56M

Sector Composition

1 Technology 14.35%
2 Industrials 13.36%
3 Financials 10.72%
4 Healthcare 6.98%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.53%
19,167
+2,955
52
$2.63M 0.5%
111,730
-253,830
53
$2.42M 0.46%
39,406
+3,688
54
$2.2M 0.42%
49,662
-1,143
55
$2.13M 0.41%
6,502
-26,210
56
$2.05M 0.39%
52,377
+37
57
$1.93M 0.37%
15,036
+633
58
$1.86M 0.35%
23,437
-78
59
$1.78M 0.34%
11,017
+780
60
$1.67M 0.32%
3,080
+616
61
$1.66M 0.32%
12,219
-66
62
$1.65M 0.31%
24,472
+9,115
63
$1.57M 0.3%
13,773
-32,797
64
$1.57M 0.3%
7,585
+2,455
65
$1.55M 0.3%
8,128
+581
66
$1.52M 0.29%
20,076
+3,506
67
$1.51M 0.29%
15,034
-105
68
$1.47M 0.28%
138,907
+23,858
69
$1.42M 0.27%
+9,711
70
$1.41M 0.27%
13,566
-56,740
71
$1.37M 0.26%
10,198
-494
72
$1.36M 0.26%
7,406
+1,524
73
$1.32M 0.25%
5,778
+347
74
$1.3M 0.25%
20,102
-19,735
75
$1.28M 0.24%
21,348
1 2
3
4 5