LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+8.27%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$379M
AUM Growth
+$379M
(+19%)
Cap. Flow
+$50.3M
Cap. Flow
% of AUM
13.25%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
116
New
40
Increased
32
Reduced
11
Closed
31
Top Buys
| 1 |
Valero Energy
VLO
|
$6.98M |
| 2 |
Starbucks
SBUX
|
$6.93M |
| 3 |
Aptiv
APTV
|
$6.76M |
| 4 |
UnitedHealth
UNH
|
$6.73M |
| 5 |
Costco
COST
|
$6.68M |
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
$13.8M |
| 2 |
United Parcel Service
UPS
|
$8.36M |
| 3 |
Delta Air Lines
DAL
|
$6.79M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$6.09M |
| 5 |
Microsoft
MSFT
|
$6.05M |
Sector Composition
| 1 | Communication Services | 19.69% |
| 2 | Healthcare | 16.7% |
| 3 | Consumer Discretionary | 14.41% |
| 4 | Industrials | 13.98% |
| 5 | Technology | 11.76% |
