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
$929M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.7M
3
+$10.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$9.93M
5
PYPL icon
PayPal
PYPL
+$7.92M

Top Sells

1
+$7.03M
2
+$6.96M
3
+$6.83M
4
EMN icon
Eastman Chemical
EMN
+$6.81M
5
MOS icon
The Mosaic Company
MOS
+$6.51M

Sector Composition

1 Technology 18.24%
2 Industrials 11.43%
3 Consumer Discretionary 10.57%
4 Healthcare 7.88%
5 Financials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.52%
92,055
+38,710
52
$4.84M 0.52%
112,483
+107,240
53
$4.79M 0.52%
18,039
+153
54
$4.71M 0.51%
+88,688
55
$4.52M 0.49%
27,233
-4,917
56
$4.38M 0.47%
19,917
-346
57
$4.28M 0.46%
8,490
-9,647
58
$4.22M 0.45%
18,609
-6,804
59
$4.21M 0.45%
20,249
-19,078
60
$4.2M 0.45%
13,181
+88
61
$4.18M 0.45%
209,000
-197,400
62
$4.1M 0.44%
84,399
-11,633
63
$3.97M 0.43%
41,297
-33,556
64
$3.9M 0.42%
94,484
-106,164
65
$3.84M 0.41%
15,748
-439
66
$3.78M 0.41%
4,324
+3,322
67
$3.67M 0.4%
20,898
-23,588
68
$3.47M 0.37%
48,986
-15,486
69
$3.46M 0.37%
44,495
-2,235
70
$3.44M 0.37%
175,726
+3,451
71
$3.43M 0.37%
75,757
-85,076
72
$3.43M 0.37%
35,722
+13,636
73
$3.37M 0.36%
47,277
+815
74
$3.21M 0.35%
13,481
+7,257
75
$3.2M 0.34%
67,120
-66,140
1 2
3
4 5