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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.55%
3,742
+754
52
$3.68M 0.55%
27,829
+25,623
53
$3.66M 0.55%
78,423
+25,008
54
$3.63M 0.54%
+28,695
55
$3.54M 0.53%
+47,106
56
$3.36M 0.5%
36,728
-4,848
57
$3.28M 0.49%
11,134
-1,108
58
$3.12M 0.47%
8,615
-313
59
$3.12M 0.47%
61,500
60
$3.06M 0.46%
42,555
+4,380
61
$2.87M 0.43%
+108,685
62
$2.6M 0.39%
2,330
+1,195
63
$2.59M 0.39%
24,191
+4,840
64
$2.59M 0.39%
73,953
+51,407
65
$2.57M 0.38%
42,820
-13,804
66
$2.57M 0.38%
11,010
+129
67
$2.57M 0.38%
27,326
+201
68
$2.52M 0.38%
+14,884
69
$2.49M 0.37%
23,282
+9,623
70
$2.4M 0.36%
37,402
-22,354
71
$2.36M 0.35%
+12,796
72
$2.35M 0.35%
39,959
-6,330
73
$2.27M 0.34%
+24,928
74
$2.24M 0.33%
13,188
+4,276
75
$2.22M 0.33%
22,629
-1,320
1 2
3
4 5