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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.43%
+37,834
52
$3.23M 0.42%
15,576
-29,951
53
$3.21M 0.42%
+21,064
54
$3.2M 0.41%
+10,091
55
$3.13M 0.41%
+17,758
56
$3.1M 0.4%
+18,556
57
$3.08M 0.4%
+30,092
58
$3.02M 0.39%
44,548
+4,456
59
$2.73M 0.35%
57,653
-30,341
60
$2.6M 0.34%
72,784
+116
61
$2.57M 0.33%
14,559
+6,958
62
$2.57M 0.33%
28,078
-420
63
$2.52M 0.33%
60,184
+21,920
64
$2.29M 0.3%
53,030
+1,544
65
$2.29M 0.3%
10,652
+2,170
66
$2.2M 0.28%
18,811
+9,919
67
$2.19M 0.28%
37,752
-17,973
68
$2.18M 0.28%
12,791
+1,691
69
$1.99M 0.26%
21,083
-23,467
70
$1.98M 0.26%
130,740
-12,930
71
$1.96M 0.25%
12,113
+398
72
$1.95M 0.25%
23,391
-500
73
$1.89M 0.24%
16,995
+255
74
$1.84M 0.24%
11,268
-15,893
75
$1.83M 0.24%
11,394
+3,357
1 2
3
4 5