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
$782M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$12.4M
3
+$12.2M
4
C icon
Citigroup
C
+$9.45M
5
JPM icon
JPMorgan Chase
JPM
+$9.3M

Top Sells

1
+$6.76M
2
+$6.53M
3
+$6.16M
4
SRE icon
Sempra
SRE
+$6.1M
5
VZ icon
Verizon
VZ
+$6M

Sector Composition

1 Technology 15.18%
2 Healthcare 9.58%
3 Financials 7.26%
4 Consumer Discretionary 6.45%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.4%
9,559
-505
52
$3.03M 0.39%
63,181
-61,913
53
$3.02M 0.39%
34,982
-1,598
54
$3M 0.38%
46,737
+41,115
55
$2.96M 0.38%
12,775
-538
56
$2.82M 0.36%
31,608
-14,957
57
$2.7M 0.34%
+58,628
58
$2.66M 0.34%
+30,198
59
$2.62M 0.34%
65,980
+23,370
60
$2.58M 0.33%
25,421
-1,704
61
$2.5M 0.32%
27,497
+7,214
62
$2.42M 0.31%
11,427
-134
63
$2.42M 0.31%
4,327
+142
64
$2.35M 0.3%
+39,011
65
$2.27M 0.29%
17,655
-357
66
$2.26M 0.29%
15,487
-2,187
67
$2.22M 0.28%
25,201
+19,806
68
$2.07M 0.27%
37,453
-26,741
69
$2.02M 0.26%
9,216
-80
70
$2.02M 0.26%
5,374
-253
71
$2M 0.26%
11,223
-942
72
$1.97M 0.25%
16,462
+451
73
$1.96M 0.25%
22,075
-195
74
$1.87M 0.24%
+15,493
75
$1.87M 0.24%
7,956
-178
1 2
3
4 5