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
$727M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$6.35M
3
+$6.17M
4
PPG icon
PPG Industries
PPG
+$5.8M
5
EMN icon
Eastman Chemical
EMN
+$5.6M

Top Sells

1
+$7.95M
2
+$6.68M
3
+$6.51M
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$6.36M
5
AAPL icon
Apple
AAPL
+$6.35M

Sector Composition

1 Technology 20.06%
2 Industrials 13.26%
3 Consumer Discretionary 12.12%
4 Healthcare 11.05%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24M 0.58%
21,524
-16,905
52
$4.2M 0.58%
38,630
+1,902
53
$4.17M 0.57%
25,242
-16,278
54
$4.15M 0.57%
25,044
+21,418
55
$4.14M 0.57%
40,430
-21,900
56
$4.13M 0.57%
18,732
+12,346
57
$4.08M 0.56%
20,734
+5,850
58
$4.07M 0.56%
62,560
-6,003
59
$4.06M 0.56%
17,487
-4,050
60
$4.04M 0.56%
20,664
-8,578
61
$3.9M 0.54%
+53,708
62
$3.86M 0.53%
6,894
-204
63
$3.83M 0.53%
44,607
+37,680
64
$3.79M 0.52%
+29,997
65
$3.79M 0.52%
+599
66
$3.74M 0.51%
26,136
-16,419
67
$3.69M 0.51%
62,642
-55,463
68
$3.38M 0.46%
24,314
-28,563
69
$3.28M 0.45%
10,534
-600
70
$3.24M 0.45%
45,771
+8,369
71
$3.08M 0.42%
35,116
-22,428
72
$3.01M 0.41%
+36,735
73
$2.91M 0.4%
2,688
-1,054
74
$2.83M 0.39%
25,622
+2,340
75
$2.79M 0.38%
+46,774
1 2
3
4 5