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
$530M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.11M
3
+$4.95M
4
KMB icon
Kimberly-Clark
KMB
+$3.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.06M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$8.84M
4
FMC icon
FMC
FMC
+$6.02M
5
JPM icon
JPMorgan Chase
JPM
+$5.85M

Sector Composition

1 Technology 16.12%
2 Healthcare 12.58%
3 Consumer Discretionary 6.06%
4 Communication Services 5.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.24%
10,132
+2,707
77
$1.28M 0.24%
8,778
-240
78
$1.28M 0.24%
4,873
-501
79
$1.25M 0.24%
13,659
-21,323
80
$1.2M 0.23%
12,310
-1,493
81
$1.18M 0.22%
+28,157
82
$1.18M 0.22%
43,284
-52,326
83
$1.18M 0.22%
7,710
-780
84
$1.17M 0.22%
20,320
+8,388
85
$1.16M 0.22%
+14,454
86
$1.13M 0.21%
7,130
-1,380
87
$1.11M 0.21%
19,152
-8,345
88
$1.09M 0.21%
+7,852
89
$1.08M 0.2%
+7,656
90
$1.06M 0.2%
1,135
-15
91
$1.03M 0.2%
17,800
-1,040
92
$1.01M 0.19%
19,300
+1,299
93
$998K 0.19%
7,904
-891
94
$996K 0.19%
11,850
+225
95
$995K 0.19%
4,181
+1,381
96
$953K 0.18%
+6,521
97
$949K 0.18%
10,254
+2,499
98
$899K 0.17%
+9,638
99
$890K 0.17%
9,347
+4,313
100
$889K 0.17%
5,887
+557
2 3
4
5 6