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
$926M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.66M
3
+$6.29M
4
ADBE icon
Adobe
ADBE
+$6.14M
5
NFLX icon
Netflix
NFLX
+$6.1M

Top Sells

1
+$17.4M
2
+$10.7M
3
+$9.97M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$9.79M
5
F icon
Ford
F
+$7.34M

Sector Composition

1 Technology 20%
2 Industrials 10.9%
3 Financials 7.86%
4 Consumer Discretionary 7.32%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.53%
+72,697
52
$4.92M 0.53%
+25,497
53
$4.86M 0.52%
+31,263
54
$4.84M 0.52%
64,400
+19,905
55
$4.83M 0.52%
+135,181
56
$4.81M 0.52%
18,609
57
$4.8M 0.52%
+99,021
58
$4.76M 0.51%
+31,842
59
$4.56M 0.49%
17,194
-7,768
60
$4.51M 0.49%
14,154
+3,011
61
$4.45M 0.48%
23,188
-4,546
62
$4.33M 0.47%
13,188
+7
63
$4.32M 0.47%
11,064
-12,284
64
$4.32M 0.47%
83,488
-911
65
$4.04M 0.44%
14,971
+1,490
66
$3.8M 0.41%
160,410
-15,316
67
$3.77M 0.41%
15,703
-45
68
$3.71M 0.4%
21,948
+1,050
69
$3.51M 0.38%
+35,893
70
$3.48M 0.38%
30,956
+8,053
71
$3.45M 0.37%
50,902
+3,625
72
$3.24M 0.35%
+11,906
73
$3.2M 0.35%
65,960
-1,160
74
$3.1M 0.34%
18,942
+3,599
75
$3.01M 0.33%
37,175
+9,830
1 2
3
4 5