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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.66M 0.61%
21,108
+666
52
$5.65M 0.61%
41,050
-2,000
53
$5.6M 0.6%
+57,934
54
$5.47M 0.59%
26,504
+1,007
55
$5.47M 0.59%
+29,005
56
$5.46M 0.59%
+15,514
57
$5.43M 0.59%
55,342
-13,127
58
$5.38M 0.58%
+22,914
59
$5.32M 0.57%
73,665
+968
60
$5.29M 0.57%
22,860
+713
61
$5.12M 0.55%
55,047
+2,359
62
$5.04M 0.54%
24,361
+1,173
63
$4.83M 0.52%
52,104
-63,150
64
$4.28M 0.46%
10,300
-2,888
65
$4.01M 0.43%
13,697
-3,497
66
$3.87M 0.42%
23,659
-36,229
67
$3.87M 0.42%
+8,782
68
$3.62M 0.39%
2,684
-589
69
$3.53M 0.38%
8,205
+6
70
$3.43M 0.37%
11,756
-3,215
71
$3.4M 0.37%
44,342
-20,058
72
$3.29M 0.35%
+43,306
73
$3.27M 0.35%
14,603
+449
74
$3.21M 0.35%
15,830
+6,034
75
$3.21M 0.35%
10,075
+134
1 2
3
4 5