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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.19%
71,175
-18,075
77
$1M 0.19%
72,300
+15,080
78
$998K 0.19%
+6,339
79
$991K 0.19%
72,810
-57,930
80
$977K 0.18%
6,373
+253
81
$974K 0.18%
39,543
-303,070
82
$960K 0.18%
14,735
+1,315
83
$957K 0.18%
5,952
-2,254
84
$945K 0.18%
+41,160
85
$896K 0.17%
13,305
-5,919
86
$896K 0.17%
10,474
-17,604
87
$895K 0.17%
116,965
+20,400
88
$873K 0.16%
6,190
-3,004
89
$865K 0.16%
8,250
-945
90
$865K 0.16%
+10,161
91
$833K 0.16%
11,231
+8,502
92
$827K 0.16%
14,165
+5,420
93
$820K 0.15%
20,347
+1,707
94
$817K 0.15%
17,265
-50
95
$817K 0.15%
5,214
+106
96
$807K 0.15%
4,533
-30,867
97
$797K 0.15%
17,445
+91
98
$785K 0.15%
3,468
-22,687
99
$780K 0.15%
4,960
+1,426
100
$747K 0.14%
8,173
+4,677
2 3
4
5 6