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
$757M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.5M
3
+$6.16M
4
DIS icon
Walt Disney
DIS
+$6.13M
5
APD icon
Air Products & Chemicals
APD
+$5.93M

Top Sells

1
+$9.81M
2
+$7.34M
3
+$7.25M
4
CPT icon
Camden Property Trust
CPT
+$6.19M
5
LLY icon
Eli Lilly
LLY
+$5.98M

Sector Composition

1 Technology 11.32%
2 Healthcare 9.11%
3 Financials 7.97%
4 Consumer Discretionary 7.32%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.47%
41,397
+27,477
52
$3.52M 0.46%
+10,893
53
$3.44M 0.45%
13,022
-409
54
$3.44M 0.45%
27,646
-1,169
55
$3.43M 0.45%
+39,199
56
$3.35M 0.44%
+20,597
57
$3.31M 0.44%
39,299
+17,951
58
$3.29M 0.43%
114,390
-159,830
59
$3.27M 0.43%
796,120
+422,160
60
$3.24M 0.43%
+58,830
61
$3.22M 0.43%
28,810
+1,549
62
$3.21M 0.42%
63,072
+46,632
63
$3.2M 0.42%
+87,532
64
$3.1M 0.41%
23,649
-446
65
$2.96M 0.39%
117,103
+94,414
66
$2.86M 0.38%
10,405
-7,037
67
$2.73M 0.36%
9,275
+6,047
68
$2.71M 0.36%
56,568
-79,989
69
$2.6M 0.34%
70,620
-35,961
70
$2.46M 0.32%
14,511
+1,627
71
$2.46M 0.32%
+38,436
72
$2.42M 0.32%
84,010
-12,056
73
$2.42M 0.32%
27,628
-2,461
74
$2.41M 0.32%
27,381
-2,483
75
$2.39M 0.32%
11,756
-6,095
1 2
3
4 5