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
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$14M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.42M

Top Sells

1
+$8.94M
2
+$8.71M
3
+$8.62M
4
C icon
Citigroup
C
+$8.56M
5
CRWD icon
CrowdStrike
CRWD
+$8.13M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.48%
16,414
-8,973
52
$4.12M 0.47%
45,727
-4,619
53
$4.07M 0.46%
15,517
-12,788
54
$3.88M 0.44%
28,102
-1,803
55
$3.55M 0.4%
4,308
-40
56
$3.46M 0.39%
108,089
+612
57
$3.45M 0.39%
20,929
58
$3.44M 0.39%
20,085
-33
59
$3.34M 0.38%
40,945
-53,955
60
$3.33M 0.38%
+78,316
61
$3.26M 0.37%
+164,219
62
$3.22M 0.37%
+19,698
63
$3.1M 0.35%
6,092
+1,441
64
$3.07M 0.35%
+13,005
65
$2.99M 0.34%
36,770
+5,396
66
$2.97M 0.34%
13,911
-4,496
67
$2.92M 0.33%
14,760
-1,813
68
$2.9M 0.33%
+46,018
69
$2.88M 0.33%
+50,300
70
$2.86M 0.33%
45,113
-134,811
71
$2.85M 0.33%
5,335
+40
72
$2.83M 0.32%
12,543
-814
73
$2.82M 0.32%
29,669
+5,522
74
$2.73M 0.31%
+94,727
75
$2.72M 0.31%
+34,944
1 2
3
4 5