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
$525M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.06M
3
+$6.06M
4
CSCO icon
Cisco
CSCO
+$6.05M
5
DIS icon
Walt Disney
DIS
+$5.12M

Top Sells

1
+$8.59M
2
+$7.45M
3
+$7.44M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.68M
5
FANG icon
Diamondback Energy
FANG
+$6.56M

Sector Composition

1 Technology 14.35%
2 Industrials 13.36%
3 Financials 10.72%
4 Healthcare 6.98%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.24%
+8,331
77
$1.26M 0.24%
+10,708
78
$1.26M 0.24%
19,165
+3,390
79
$1.22M 0.23%
7,819
+170
80
$1.18M 0.22%
20,294
-287
81
$1.16M 0.22%
8,192
-6
82
$1.14M 0.22%
3,871
+1,847
83
$1.09M 0.21%
8,508
-2,359
84
$1.09M 0.21%
10,368
-187
85
$1.09M 0.21%
+21,490
86
$1.08M 0.21%
10,880
-1,950
87
$1.05M 0.2%
+18,475
88
$1.04M 0.2%
42,439
+9,461
89
$1.01M 0.19%
14,883
+1,208
90
$990K 0.19%
22,094
+1,202
91
$985K 0.19%
33,207
-46,803
92
$974K 0.19%
5,699
+304
93
$967K 0.18%
4,331
+641
94
$957K 0.18%
11,454
+1,869
95
$956K 0.18%
7,063
+810
96
$955K 0.18%
5,237
-3,756
97
$933K 0.18%
2,619
+609
98
$931K 0.18%
9,023
+277
99
$920K 0.18%
36,152
100
$912K 0.17%
+19,602
2 3
4
5 6