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
$599M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$6.83M
3
+$6.42M
4
MDLZ icon
Mondelez International
MDLZ
+$6.26M
5
PEP icon
PepsiCo
PEP
+$6.01M

Top Sells

1
+$8.5M
2
+$8.01M
3
+$7.85M
4
ADM icon
Archer Daniels Midland
ADM
+$7.76M
5
V icon
Visa
V
+$7.16M

Sector Composition

1 Technology 15.27%
2 Healthcare 13.14%
3 Energy 7.44%
4 Consumer Discretionary 6.85%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.4%
+9,837
52
$2.39M 0.4%
+19,088
53
$2.38M 0.4%
10,507
+846
54
$2.25M 0.38%
52,920
-129,510
55
$2.25M 0.37%
8,090
+199
56
$2.24M 0.37%
52,519
-408
57
$2.21M 0.37%
11,120
-198
58
$2.2M 0.37%
33,810
-8,506
59
$2.17M 0.36%
12,564
+1,813
60
$2.15M 0.36%
9,471
-26,112
61
$2.13M 0.36%
7,109
-18,357
62
$2.11M 0.35%
18,879
-1,788
63
$2.07M 0.34%
6,955
-1,391
64
$2.04M 0.34%
31,465
+5,428
65
$2.02M 0.34%
3,726
-456
66
$2.02M 0.34%
10,344
-1,830
67
$2.02M 0.34%
26,832
-3,534
68
$1.99M 0.33%
18,310
-475
69
$1.96M 0.33%
+18,311
70
$1.89M 0.31%
114,142
-114,505
71
$1.85M 0.31%
+53,884
72
$1.83M 0.31%
6,689
+1,557
73
$1.83M 0.31%
10,842
-1,554
74
$1.8M 0.3%
34,406
-15,721
75
$1.79M 0.3%
14,118
-9,187
1 2
3
4 5