LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.2M
3
+$8.87M
4
ABBV icon
AbbVie
ABBV
+$7.34M
5
GILD icon
Gilead Sciences
GILD
+$7.31M

Top Sells

1
+$25.7M
2
+$9.65M
3
+$9.12M
4
RL icon
Ralph Lauren
RL
+$8.6M
5
BAC icon
Bank of America
BAC
+$8.34M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.77%
3 Industrials 8.37%
4 Financials 7.16%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.51%
+12,473
52
$4.1M 0.51%
23,353
-11,609
53
$4.08M 0.5%
44,341
+186
54
$4.06M 0.5%
142,343
+364
55
$4.05M 0.5%
143,366
-12,648
56
$4.05M 0.5%
40,775
+109
57
$3.95M 0.49%
6,437
-2,700
58
$3.91M 0.48%
22,929
59
$3.82M 0.47%
14,752
-11
60
$3.82M 0.47%
+84,113
61
$3.73M 0.46%
14,055
+847
62
$3.69M 0.45%
39,893
-4,102
63
$3.64M 0.45%
10,323
+4,590
64
$3.53M 0.44%
+23,026
65
$3.4M 0.42%
6,497
+85
66
$3.39M 0.42%
26,137
-977
67
$3.38M 0.42%
16,788
+939
68
$3.38M 0.42%
14,615
+85
69
$3.31M 0.41%
34,689
-103
70
$3.29M 0.41%
+45,708
71
$3.19M 0.39%
96,388
-3,873
72
$3.02M 0.37%
8,976
-2,832
73
$3.01M 0.37%
+51,953
74
$2.95M 0.36%
93,621
+1,301
75
$2.93M 0.36%
+13,638
1 2
3
4 5