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
$653M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.45M
3
+$6.31M
4
SWK icon
Stanley Black & Decker
SWK
+$6.28M
5
EOG icon
EOG Resources
EOG
+$6.16M

Top Sells

1
+$7.17M
2
+$6.53M
3
+$6.08M
4
ANDV
Andeavor
ANDV
+$5.83M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.64M

Sector Composition

1 Technology 15.53%
2 Industrials 13.59%
3 Financials 8.85%
4 Energy 8.79%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.26%
12,893
-479
77
$1.7M 0.26%
+89,474
78
$1.69M 0.26%
12,285
79
$1.56M 0.24%
10,867
+204
80
$1.52M 0.23%
8,993
+456
81
$1.5M 0.23%
10,237
+6,321
82
$1.43M 0.22%
10,692
-24,873
83
$1.41M 0.22%
7,547
+395
84
$1.37M 0.21%
13,114
-21,150
85
$1.33M 0.2%
+7,734
86
$1.32M 0.2%
7,649
-180
87
$1.3M 0.2%
12,830
-20
88
$1.28M 0.2%
+12,626
89
$1.27M 0.19%
2,464
-347
90
$1.24M 0.19%
5,431
+275
91
$1.23M 0.19%
115,049
-19,526
92
$1.22M 0.19%
16,570
+8,685
93
$1.22M 0.19%
21,348
94
$1.2M 0.18%
10,555
+460
95
$1.2M 0.18%
49,680
+2,280
96
$1.18M 0.18%
20,581
-157
97
$1.15M 0.18%
8,198
+2,071
98
$1.14M 0.17%
13,509
-1,226
99
$1.13M 0.17%
33,835
+2,887
100
$1.01M 0.16%
5,882
-9,356
2 3
4
5 6