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
$530M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.11M
3
+$4.95M
4
KMB icon
Kimberly-Clark
KMB
+$3.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.06M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$8.84M
4
FMC icon
FMC
FMC
+$6.02M
5
JPM icon
JPMorgan Chase
JPM
+$5.85M

Sector Composition

1 Technology 16.12%
2 Healthcare 12.58%
3 Consumer Discretionary 6.06%
4 Communication Services 5.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.37%
23,949
-1,472
52
$1.94M 0.37%
13,482
+7,945
53
$1.8M 0.34%
5,623
+1,296
54
$1.79M 0.34%
+59,756
55
$1.76M 0.33%
8,843
+887
56
$1.75M 0.33%
19,361
+3,333
57
$1.74M 0.33%
+34,644
58
$1.7M 0.32%
70,660
-202,270
59
$1.69M 0.32%
256,640
-353,800
60
$1.67M 0.32%
21,920
-155
61
$1.64M 0.31%
18,428
+1,966
62
$1.62M 0.31%
11,291
+68
63
$1.6M 0.3%
8,912
-12,509
64
$1.51M 0.29%
+10,506
65
$1.49M 0.28%
9,143
+851
66
$1.48M 0.28%
+5,469
67
$1.46M 0.28%
2,988
+497
68
$1.38M 0.26%
+10,183
69
$1.36M 0.26%
5
70
$1.35M 0.26%
8,633
-15
71
$1.35M 0.25%
12,343
+2,694
72
$1.35M 0.25%
+11,690
73
$1.33M 0.25%
38,175
+19,410
74
$1.33M 0.25%
10,110
+894
75
$1.29M 0.24%
+12,201
1 2
3
4 5