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
$957M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.82M
4
IBM icon
IBM
IBM
+$9.46M
5
ORCL icon
Oracle
ORCL
+$9.17M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$15.7M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.01M

Sector Composition

1 Technology 21.26%
2 Industrials 13.23%
3 Financials 8.12%
4 Consumer Discretionary 6.67%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.07M 0.63%
15,615
-6,444
52
$5.82M 0.61%
8,207
-255
53
$5.67M 0.59%
9,137
-5,049
54
$4.94M 0.52%
58,490
-6,537
55
$4.83M 0.5%
18,569
+5,622
56
$4.75M 0.5%
7,674
+4,684
57
$4.54M 0.47%
+4,781
58
$4.35M 0.45%
+56,052
59
$4.29M 0.45%
+41,373
60
$4.28M 0.45%
44,982
-745
61
$4.11M 0.43%
+10,758
62
$4.05M 0.42%
11,122
+3,185
63
$3.98M 0.42%
22,998
+2,069
64
$3.86M 0.4%
14,763
+3
65
$3.76M 0.39%
6,425
+333
66
$3.73M 0.39%
40,974
+29
67
$3.69M 0.39%
18,696
-1,389
68
$3.66M 0.38%
30,859
+2,757
69
$3.59M 0.37%
78,548
+232
70
$3.54M 0.37%
103,998
-4,091
71
$3.51M 0.37%
39,425
+9,301
72
$3.51M 0.37%
27,789
+8,184
73
$3.47M 0.36%
10,774
-9,316
74
$3.45M 0.36%
+101,555
75
$3.37M 0.35%
+106,138
1 2
3
4 5