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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.54%
+19,263
52
$4.69M 0.53%
32,667
+3,532
53
$4.69M 0.53%
+64,472
54
$4.67M 0.53%
23,379
-2,195
55
$4.64M 0.53%
+74,888
56
$4.59M 0.52%
+13,684
57
$4.47M 0.51%
20,263
+5,435
58
$4.43M 0.5%
+87,912
59
$4.3M 0.49%
2,921
-957
60
$4.29M 0.49%
+18,957
61
$4.26M 0.48%
18,706
+12,326
62
$4.22M 0.48%
11,348
-13,429
63
$4.14M 0.47%
16,806
-5,997
64
$4.05M 0.46%
96,032
-7,038
65
$4.02M 0.46%
58,811
-1,465
66
$4M 0.45%
13,093
-10,161
67
$3.67M 0.42%
16,187
-656
68
$3.52M 0.4%
+26,352
69
$3.45M 0.39%
16,307
-6,750
70
$3.44M 0.39%
46,730
-17,566
71
$3.43M 0.39%
18,142
+9,599
72
$3.32M 0.38%
31,356
-23,606
73
$3.31M 0.38%
100,521
-99,249
74
$3.31M 0.38%
24,429
-42
75
$3.24M 0.37%
30,914
+13,778
1 2
3
4 5