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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.7%
8,143
-2,270
52
$6.2M 0.7%
29,067
+13,988
53
$6.18M 0.7%
+31,230
54
$6.15M 0.7%
+48,990
55
$6.06M 0.68%
24,622
+1,700
56
$5.87M 0.66%
10,554
-11,319
57
$5.57M 0.63%
18,503
-11,132
58
$5.52M 0.62%
95,401
+26,777
59
$5.16M 0.58%
36,310
-52,662
60
$4.51M 0.51%
50,346
-319
61
$4.23M 0.48%
+26,662
62
$4.1M 0.46%
30,920
-104,990
63
$3.92M 0.44%
18,407
+1,637
64
$3.66M 0.41%
20,118
-85
65
$3.6M 0.41%
17,997
-46,352
66
$3.57M 0.4%
+30,276
67
$3.41M 0.39%
+29,905
68
$3.41M 0.39%
+20,445
69
$3.4M 0.38%
107,477
+553
70
$3.4M 0.38%
20,929
-70
71
$3.31M 0.37%
+80,202
72
$3.3M 0.37%
20,948
+18,149
73
$3.3M 0.37%
3,962
-5,561
74
$3.2M 0.36%
+58,316
75
$3.16M 0.36%
6,805
-4,651
1 2
3
4 5