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
$319M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.36M
3
+$6.79M
4
KR icon
Kroger
KR
+$6.45M
5
BBWI icon
Bath & Body Works
BBWI
+$6.33M

Top Sells

1
+$36.9M
2
+$10.2M
3
+$6.92M
4
KMI icon
Kinder Morgan
KMI
+$5.23M
5
ABBV icon
AbbVie
ABBV
+$5.14M

Sector Composition

1 Industrials 17.61%
2 Communication Services 17.38%
3 Technology 12.36%
4 Healthcare 10.91%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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