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
$696M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$8.17M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Top Sells

1
+$32.5M
2
+$7.89M
3
+$6.13M
4
ORCL icon
Oracle
ORCL
+$6.07M
5
AMD icon
Advanced Micro Devices
AMD
+$5.64M

Sector Composition

1 Technology 20.61%
2 Healthcare 11.7%
3 Energy 9.96%
4 Industrials 9.92%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.45%
21,399
-2,000
52
$3.06M 0.44%
21,070
-1,426
53
$2.92M 0.42%
9,999
-1,570
54
$2.75M 0.4%
107,209
+31,776
55
$2.68M 0.38%
25,264
-57,288
56
$2.66M 0.38%
49,533
-240
57
$2.64M 0.38%
9,952
-962
58
$2.63M 0.38%
+40,532
59
$2.62M 0.38%
24,058
-5,636
60
$2.47M 0.35%
15,243
+2,133
61
$2.46M 0.35%
6,215
+12
62
$2.44M 0.35%
+52,988
63
$2.42M 0.35%
+6,498
64
$2.42M 0.35%
40,577
-4,405
65
$2.41M 0.35%
+43,692
66
$2.38M 0.34%
7,863
-108
67
$2.36M 0.34%
29,140
+1,673
68
$2.35M 0.34%
8,293
-5,899
69
$2.32M 0.33%
5,064
-148
70
$2.29M 0.33%
6,069
-16,242
71
$2.29M 0.33%
+38,537
72
$2.29M 0.33%
15,348
-664
73
$2.29M 0.33%
56,354
-23,174
74
$2.26M 0.32%
3,114
-43
75
$2.22M 0.32%
8,124
-754
1 2
3
4 5