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
$821M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$9.09M
3
+$8.74M
4
DHI icon
D.R. Horton
DHI
+$8.62M
5
BLK icon
Blackrock
BLK
+$7.73M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.34M
4
LLY icon
Eli Lilly
LLY
+$8.49M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Sector Composition

1 Technology 23.38%
2 Consumer Discretionary 11.27%
3 Industrials 10.33%
4 Financials 8.59%
5 Communication Services 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.34M 0.65%
+336,821
52
$5.32M 0.65%
48,287
+31,886
53
$5.2M 0.63%
+66,400
54
$4.71M 0.57%
11,456
+4,958
55
$4.22M 0.51%
21,012
+18,501
56
$4.13M 0.5%
50,665
-1,231
57
$3.81M 0.46%
+102,938
58
$3.77M 0.46%
68,624
+59,091
59
$3.67M 0.45%
14,773
-5,814
60
$3.66M 0.45%
59,487
+34,644
61
$3.59M 0.44%
29,585
+18,489
62
$3.24M 0.4%
6,157
-9,706
63
$3.18M 0.39%
73,476
+57,676
64
$3.13M 0.38%
20,203
-35,023
65
$3.08M 0.38%
20,999
-400
66
$3.07M 0.37%
+21,553
67
$3.06M 0.37%
106,924
-285
68
$3M 0.37%
+16,770
69
$3M 0.37%
+19,777
70
$2.91M 0.35%
8,633
-1,366
71
$2.9M 0.35%
49,316
-3,672
72
$2.89M 0.35%
13,397
-24,701
73
$2.89M 0.35%
+9,251
74
$2.88M 0.35%
4,954
-110
75
$2.87M 0.35%
8,286
+423
1 2
3
4 5