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
$714M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.9M
3 +$13.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.64M
5
WYNN icon
Wynn Resorts
WYNN
+$8.07M

Top Sells

1 +$9.95M
2 +$9.36M
3 +$6.91M
4
SBUX icon
Starbucks
SBUX
+$6.01M
5
MRK icon
Merck
MRK
+$5.78M

Sector Composition

1 Technology 19.21%
2 Industrials 9.6%
3 Consumer Discretionary 9.05%
4 Consumer Staples 6.51%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.62M 0.51%
14,176
-504
52
$3.51M 0.49%
+6,437
53
$3.45M 0.48%
+59,315
54
$3.4M 0.48%
+22,406
55
$3.37M 0.47%
29,365
+4,827
56
$3.31M 0.46%
+138,053
57
$3.3M 0.46%
+32,536
58
$3.23M 0.45%
14,633
+2,297
59
$3.21M 0.45%
+83,165
60
$3.21M 0.45%
+24,332
61
$3.21M 0.45%
+68,310
62
$3.19M 0.45%
+23,634
63
$3.19M 0.45%
14,647
-1,329
64
$3.18M 0.45%
+100,451
65
$3.15M 0.44%
31,754
+4,440
66
$2.82M 0.39%
21,614
+4,075
67
$2.79M 0.39%
5,906
-10,455
68
$2.75M 0.39%
+7,557
69
$2.67M 0.37%
+37,671
70
$2.67M 0.37%
16,013
-285
71
$2.63M 0.37%
50,256
-643
72
$2.62M 0.37%
28,834
-29,079
73
$2.57M 0.36%
31,729
+1,987
74
$2.55M 0.36%
8,934
-979
75
$2.53M 0.35%
25,304
+2,607