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
$744M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.81M
3
+$7.48M
4
NKE icon
Nike
NKE
+$7.3M
5
IBM icon
IBM
IBM
+$7.25M

Top Sells

1
+$6.71M
2
+$5.63M
3
+$4.7M
4
AMGN icon
Amgen
AMGN
+$3.88M
5
UNH icon
UnitedHealth
UNH
+$3.24M

Sector Composition

1 Technology 14.51%
2 Healthcare 9.91%
3 Real Estate 7.09%
4 Consumer Discretionary 6.87%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.24%
14,774
+1,960
77
$1.74M 0.23%
15,137
+881
78
$1.73M 0.23%
+24,081
79
$1.71M 0.23%
14,271
+172
80
$1.71M 0.23%
21,348
-90
81
$1.7M 0.23%
170,770
+53,805
82
$1.69M 0.23%
27,857
+3,721
83
$1.69M 0.23%
9,031
+2,171
84
$1.68M 0.23%
373,960
+256,800
85
$1.66M 0.22%
4,650
-233
86
$1.65M 0.22%
+9,951
87
$1.65M 0.22%
5,483
+1,141
88
$1.64M 0.22%
9,350
+3,398
89
$1.63M 0.22%
+3,934
90
$1.61M 0.22%
+11,241
91
$1.6M 0.21%
13,393
+455
92
$1.54M 0.21%
+17,792
93
$1.51M 0.2%
5
94
$1.47M 0.2%
19,662
+12,083
95
$1.46M 0.2%
+20,487
96
$1.45M 0.19%
11,421
+5,693
97
$1.37M 0.18%
13,100
-1,200
98
$1.36M 0.18%
7,147
-20,430
99
$1.33M 0.18%
+82,892
100
$1.32M 0.18%
12,223
+70
2 3
4
5 6