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
$594M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$9.15M
3
+$6.77M
4
CVX icon
Chevron
CVX
+$6.29M
5
XOM icon
Exxon Mobil
XOM
+$6.18M

Top Sells

1
+$7.34M
2
+$6.6M
3
+$6.35M
4
CSCO icon
Cisco
CSCO
+$6.21M
5
DIS icon
Walt Disney
DIS
+$5.93M

Sector Composition

1 Technology 13.11%
2 Energy 9.98%
3 Healthcare 8.22%
4 Financials 6.68%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.26%
13,779
+213
77
$1.49M 0.25%
10,514
+316
78
$1.46M 0.25%
2,934
-146
79
$1.46M 0.25%
52,829
+10,390
80
$1.45M 0.24%
20,940
+5,546
81
$1.44M 0.24%
8,779
+448
82
$1.4M 0.24%
3,582
-289
83
$1.4M 0.24%
8,341
+3,104
84
$1.35M 0.23%
6,183
+405
85
$1.34M 0.22%
4,523
-18,509
86
$1.3M 0.22%
18,330
-145
87
$1.3M 0.22%
21,348
88
$1.29M 0.22%
+7,601
89
$1.29M 0.22%
+14,180
90
$1.26M 0.21%
6,770
-636
91
$1.24M 0.21%
5,102
+771
92
$1.23M 0.21%
6,507
+1,380
93
$1.2M 0.2%
8,037
-155
94
$1.2M 0.2%
+4,105
95
$1.19M 0.2%
15,919
-3,246
96
$1.19M 0.2%
24,007
+19,007
97
$1.13M 0.19%
55,075
+9,225
98
$1.11M 0.19%
+10,803
99
$1.1M 0.19%
10,840
-40
100
$1.09M 0.18%
+11,443
2 3
4
5 6