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
$782M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$12.4M
3
+$12.2M
4
C icon
Citigroup
C
+$9.45M
5
JPM icon
JPMorgan Chase
JPM
+$9.3M

Top Sells

1
+$6.76M
2
+$6.53M
3
+$6.16M
4
SRE icon
Sempra
SRE
+$6.1M
5
VZ icon
Verizon
VZ
+$6M

Sector Composition

1 Technology 15.18%
2 Healthcare 9.58%
3 Financials 7.26%
4 Consumer Discretionary 6.45%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.23%
13,675
-852
77
$1.82M 0.23%
8,510
-174
78
$1.82M 0.23%
16,028
+4,397
79
$1.82M 0.23%
10,966
-629
80
$1.78M 0.23%
8,876
-30,666
81
$1.78M 0.23%
13,803
-105
82
$1.76M 0.22%
9,260
-1,825
83
$1.75M 0.22%
20,650
+641
84
$1.75M 0.22%
9,018
+705
85
$1.75M 0.22%
8,292
+42
86
$1.74M 0.22%
12,759
-10,300
87
$1.72M 0.22%
+65,149
88
$1.72M 0.22%
4,413
-7,676
89
$1.7M 0.22%
5
90
$1.68M 0.21%
20,071
+4,830
91
$1.65M 0.21%
8,490
-513
92
$1.57M 0.2%
8,648
-114
93
$1.53M 0.2%
9,001
-507
94
$1.51M 0.19%
32,162
-557
95
$1.44M 0.18%
179,509
-34,495
96
$1.43M 0.18%
2,491
+316
97
$1.4M 0.18%
+11,932
98
$1.38M 0.18%
+6,824
99
$1.38M 0.18%
9,313
-1,545
100
$1.35M 0.17%
1,150
+12
2 3
4
5 6