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
$594M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$9.15M
3
+$6.77M
4
CVX icon
Chevron
CVX
+$6.29M
5
XOM icon
Exxon Mobil
XOM
+$6.18M

Top Sells

1
+$7.34M
2
+$6.6M
3
+$6.35M
4
CSCO icon
Cisco
CSCO
+$6.21M
5
DIS icon
Walt Disney
DIS
+$5.93M

Sector Composition

1 Technology 13.11%
2 Energy 9.98%
3 Healthcare 8.22%
4 Financials 6.68%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.98M 0.5%
21,290
+1,086
52
$2.93M 0.49%
+41,770
53
$2.7M 0.46%
55,725
+36,123
54
$2.54M 0.43%
40,092
+686
55
$2.48M 0.42%
143,670
-63,800
56
$2.43M 0.41%
28,498
+17,044
57
$2.26M 0.38%
+34,426
58
$2.21M 0.37%
51,486
+1,824
59
$1.95M 0.33%
25,552
+1,080
60
$1.91M 0.32%
15,714
+678
61
$1.86M 0.31%
23,891
+454
62
$1.85M 0.31%
16,740
+1,706
63
$1.82M 0.31%
13,208
-42,400
64
$1.82M 0.31%
11,100
+83
65
$1.79M 0.3%
17,102
-56,623
66
$1.75M 0.29%
+17,961
67
$1.74M 0.29%
12,402
+183
68
$1.73M 0.29%
8,482
+354
69
$1.73M 0.29%
+72,668
70
$1.68M 0.28%
829
+468
71
$1.66M 0.28%
140,432
+1,525
72
$1.64M 0.28%
19,641
-435
73
$1.6M 0.27%
+38,264
74
$1.57M 0.26%
14,037
+3,669
75
$1.55M 0.26%
11,715
-98
1 2
3
4 5