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
$540M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$7.01M
3
+$6.03M
4
MRK icon
Merck
MRK
+$5.81M
5
TJX icon
TJX Companies
TJX
+$5.33M

Top Sells

1
+$67M
2
+$5.49M
3
+$4.7M
4
WM icon
Waste Management
WM
+$4.68M
5
PNC icon
PNC Financial Services
PNC
+$4.34M

Sector Composition

1 Healthcare 14.88%
2 Technology 13.44%
3 Industrials 13.2%
4 Consumer Staples 7.35%
5 Energy 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.48%
8,155
-163
52
$2.49M 0.46%
35,718
-35,828
53
$2.48M 0.46%
29,718
+3,179
54
$2.48M 0.46%
+10,005
55
$2.45M 0.45%
18,614
+1,349
56
$2.42M 0.45%
50,899
-1,016
57
$2.42M 0.45%
9,913
-278
58
$2.39M 0.44%
15,976
-679
59
$2.38M 0.44%
+63,587
60
$2.35M 0.44%
17,539
+94
61
$2.33M 0.43%
9,442
+478
62
$2.32M 0.43%
16,298
-560
63
$2.29M 0.42%
10,819
+732
64
$2.27M 0.42%
+20,540
65
$2.23M 0.41%
5,906
-1,519
66
$2.2M 0.41%
6,415
-87
67
$2.13M 0.39%
8,639
+428
68
$2.11M 0.39%
17,570
+3,153
69
$2.05M 0.38%
+29,742
70
$2M 0.37%
5,763
-155
71
$1.99M 0.37%
18,077
+127
72
$1.99M 0.37%
18,124
-130
73
$1.97M 0.37%
22,697
+3,908
74
$1.92M 0.36%
56,776
-2,045
75
$1.9M 0.35%
+20,872
1 2
3
4 5