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
$744M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.81M
3
+$7.48M
4
NKE icon
Nike
NKE
+$7.3M
5
IBM icon
IBM
IBM
+$7.25M

Top Sells

1
+$6.71M
2
+$5.63M
3
+$4.7M
4
AMGN icon
Amgen
AMGN
+$3.88M
5
UNH icon
UnitedHealth
UNH
+$3.24M

Sector Composition

1 Technology 14.51%
2 Healthcare 9.91%
3 Real Estate 7.09%
4 Consumer Discretionary 6.87%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.48%
33,354
+22,229
52
$3.46M 0.47%
106,581
+72,147
53
$3.3M 0.44%
+21,036
54
$3.25M 0.44%
+32,402
55
$3.25M 0.44%
13,431
+9,960
56
$2.95M 0.4%
24,095
+20,808
57
$2.89M 0.39%
21,594
+18,745
58
$2.84M 0.38%
17,882
+140
59
$2.8M 0.38%
96,066
+37,475
60
$2.76M 0.37%
27,261
+2,651
61
$2.59M 0.35%
38,208
-1,494
62
$2.55M 0.34%
+30,089
63
$2.52M 0.34%
+24,176
64
$2.5M 0.34%
+29,864
65
$2.45M 0.33%
22,045
-50,718
66
$2.39M 0.32%
+55,554
67
$2.37M 0.32%
+37,806
68
$2.35M 0.32%
12,884
+1,434
69
$2.33M 0.31%
+26,768
70
$2.18M 0.29%
42,422
-1,718
71
$2.06M 0.28%
25,610
72
$1.97M 0.27%
18,412
+1,205
73
$1.95M 0.26%
9,920
-694
74
$1.89M 0.25%
+10,451
75
$1.86M 0.25%
15,652
+252
1 2
3
4 5