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
$912M
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$9.65M
3
+$8.76M
4
SOFI icon
SoFi Technologies
SOFI
+$8.04M
5
ROK icon
Rockwell Automation
ROK
+$7.07M

Top Sells

1
+$9.82M
2
+$9.03M
3
+$8.89M
4
LMT icon
Lockheed Martin
LMT
+$8.64M
5
CB icon
Chubb
CB
+$8.62M

Sector Composition

1 Technology 19.4%
2 Financials 12.29%
3 Industrials 11.35%
4 Healthcare 5.44%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.74M 0.63%
9,137
52
$5.22M 0.57%
16,514
+15,594
53
$5.12M 0.56%
25,907
-15,010
54
$4.99M 0.55%
22,086
+20,376
55
$4.53M 0.5%
+74,942
56
$4.53M 0.5%
104,399
+27,700
57
$4.36M 0.48%
11,808
-3,807
58
$4.26M 0.47%
43,995
-987
59
$4.2M 0.46%
77,659
-889
60
$4.08M 0.45%
40,666
-308
61
$3.89M 0.43%
+141,979
62
$3.84M 0.42%
22,929
-69
63
$3.65M 0.4%
41,601
+14,338
64
$3.63M 0.4%
44,155
+18,160
65
$3.63M 0.4%
33,710
+13,617
66
$3.55M 0.39%
+156,014
67
$3.55M 0.39%
30,807
-52
68
$3.55M 0.39%
15,849
-2,720
69
$3.4M 0.37%
11,359
+237
70
$3.39M 0.37%
100,261
-3,737
71
$3.36M 0.37%
55,735
-778
72
$3.33M 0.37%
+15,516
73
$3.3M 0.36%
18,547
-149
74
$3.29M 0.36%
45,831
-12,659
75
$3.25M 0.36%
41,433
-748
1 2
3
4 5