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
$569M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.47M
3
+$6.41M
4
CCL icon
Carnival Corp
CCL
+$6.1M
5
BDX icon
Becton Dickinson
BDX
+$6.02M

Top Sells

1
+$15.4M
2
+$15.1M
3
+$10M
4
HWM icon
Howmet Aerospace
HWM
+$7.41M
5
LLY icon
Eli Lilly
LLY
+$6.08M

Sector Composition

1 Technology 17.5%
2 Industrials 14.76%
3 Consumer Discretionary 9.46%
4 Healthcare 9.02%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.34%
35,956
+4,950
77
$1.91M 0.34%
14,455
+1,963
78
$1.79M 0.31%
14,582
-1,763
79
$1.68M 0.3%
15,429
+4,696
80
$1.65M 0.29%
28,350
+1,358
81
$1.6M 0.28%
+15,278
82
$1.56M 0.27%
+79,026
83
$1.56M 0.27%
64,605
+50,055
84
$1.53M 0.27%
11,426
+1,260
85
$1.51M 0.27%
12,175
86
$1.5M 0.26%
14,508
+1,142
87
$1.5M 0.26%
11,785
+578
88
$1.5M 0.26%
+22,529
89
$1.46M 0.26%
7,378
+456
90
$1.41M 0.25%
+13,981
91
$1.37M 0.24%
8,142
-1,210
92
$1.37M 0.24%
23,017
-26,357
93
$1.36M 0.24%
43,324
+11,199
94
$1.33M 0.23%
+14,601
95
$1.26M 0.22%
+40,538
96
$1.21M 0.21%
2,856
+766
97
$1.2M 0.21%
10,636
+1,048
98
$1.19M 0.21%
12,850
+780
99
$1.17M 0.2%
11,166
+659
100
$1.11M 0.19%
5,596
+725
2 3
4
5 6