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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.24%
12,219
-183
77
$1.79M 0.23%
+13,748
78
$1.77M 0.23%
8,206
+2,023
79
$1.71M 0.22%
4,937
+414
80
$1.7M 0.22%
15,140
+1,103
81
$1.68M 0.22%
96,565
+23,530
82
$1.65M 0.21%
+89,250
83
$1.64M 0.21%
57,061
+4,232
84
$1.57M 0.2%
21,348
85
$1.56M 0.2%
9,194
+415
86
$1.56M 0.2%
19,224
+3,305
87
$1.55M 0.2%
9,387
+2,617
88
$1.53M 0.2%
14,300
+3,460
89
$1.47M 0.19%
3,120
+186
90
$1.47M 0.19%
21,722
+782
91
$1.46M 0.19%
13,180
+4,006
92
$1.37M 0.18%
11,920
+477
93
$1.35M 0.17%
8,053
-11,270
94
$1.32M 0.17%
3,542
-40
95
$1.32M 0.17%
19,489
-14,937
96
$1.26M 0.16%
6,120
-15,616
97
$1.26M 0.16%
3,380
+635
98
$1.25M 0.16%
+14,480
99
$1.23M 0.16%
39,402
+10,920
100
$1.22M 0.16%
13,085
+1,284
2 3
4
5 6