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
$404M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.97M
3
+$7.78M
4
VZ icon
Verizon
VZ
+$7.7M
5
TT icon
Trane Technologies
TT
+$7.68M

Top Sells

1
+$10.4M
2
+$9.8M
3
+$9.76M
4
GD icon
General Dynamics
GD
+$9.03M
5
C icon
Citigroup
C
+$9.03M

Sector Composition

1 Industrials 20.54%
2 Communication Services 17.67%
3 Consumer Discretionary 14.08%
4 Technology 11.2%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
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