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
$567M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$6.55M
3
+$5.95M
4
WM icon
Waste Management
WM
+$4.68M
5
PRU icon
Prudential Financial
PRU
+$4.38M

Top Sells

1
+$73.3M
2
+$6.83M
3
+$5.27M
4
HD icon
Home Depot
HD
+$4.83M
5
GD icon
General Dynamics
GD
+$4.79M

Sector Composition

1 Technology 13.96%
2 Healthcare 13.88%
3 Industrials 7.48%
4 Energy 6.72%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.4%
+16,874
52
$2.25M 0.4%
7,425
-1,147
53
$2.23M 0.39%
6,685
-424
54
$2.2M 0.39%
+16,655
55
$2.19M 0.39%
+50,688
56
$2.17M 0.38%
10,087
-1,554
57
$2.15M 0.38%
8,964
-873
58
$2.15M 0.38%
16,858
-2,230
59
$2.11M 0.37%
25,741
-2,753
60
$2.08M 0.37%
+26,539
61
$2.08M 0.37%
51,915
-604
62
$2.06M 0.36%
10,191
-929
63
$1.99M 0.35%
125,919
+11,777
64
$1.98M 0.35%
19,465
-1,842
65
$1.96M 0.34%
14,417
-6,538
66
$1.95M 0.34%
7,577
-513
67
$1.93M 0.34%
135,396
+15,251
68
$1.91M 0.34%
6,502
-453
69
$1.83M 0.32%
27,313
-4,152
70
$1.82M 0.32%
17,445
-5,057
71
$1.82M 0.32%
28,615
-5,195
72
$1.82M 0.32%
49,630
-3,290
73
$1.8M 0.32%
90,294
-15,126
74
$1.79M 0.32%
+17,265
75
$1.77M 0.31%
18,789
+14,640
1 2
3
4 5