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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.28%
17,207
+212
52
$1.5M 0.28%
+7,886
53
$1.47M 0.28%
10,925
-469
54
$1.44M 0.27%
58,591
+1,530
55
$1.41M 0.27%
12,938
+825
56
$1.39M 0.26%
14,256
+508
57
$1.39M 0.26%
+23,565
58
$1.38M 0.26%
24,136
+2,414
59
$1.32M 0.25%
7,046
-5,745
60
$1.31M 0.25%
4,883
+1,341
61
$1.31M 0.25%
14,300
62
$1.27M 0.24%
+4,850
63
$1.19M 0.22%
12,153
-1,027
64
$1.19M 0.22%
+5,639
65
$1.18M 0.22%
3,465
+85
66
$1.15M 0.22%
12,814
+2,388
67
$1.14M 0.21%
4,342
-595
68
$1.09M 0.21%
21,080
+6,540
69
$1.08M 0.2%
8,524
-12,540
70
$1.07M 0.2%
+18,183
71
$1.07M 0.2%
34,434
-4,968
72
$1.05M 0.2%
11,125
+1,236
73
$1.04M 0.19%
7,310
+2,214
74
$1.03M 0.19%
6,860
-44,689
75
$1.02M 0.19%
17,441
-2,048
1 2
3
4 5