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
$727M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1 +$7.37M
2 +$6.35M
3 +$6.17M
4
PPG icon
PPG Industries
PPG
+$5.8M
5
EMN icon
Eastman Chemical
EMN
+$5.6M

Top Sells

1 +$7.95M
2 +$6.68M
3 +$6.51M
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$6.36M
5
AAPL icon
Apple
AAPL
+$6.35M

Sector Composition

1 Technology 20.06%
2 Industrials 13.26%
3 Consumer Discretionary 12.12%
4 Healthcare 11.05%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.79M 0.38%
+68,194
77
$2.75M 0.38%
+7,696
78
$2.74M 0.38%
+21,978
79
$2.72M 0.37%
21,697
-932
80
$2.69M 0.37%
+22,169
81
$2.69M 0.37%
+20,064
82
$2.68M 0.37%
9,110
+5,961
83
$2.67M 0.37%
17,475
+7,887
84
$2.64M 0.36%
50,940
-99,377
85
$2.62M 0.36%
+55,745
86
$2.61M 0.36%
+53,896
87
$2.57M 0.35%
+10,222
88
$2.52M 0.35%
+20,305
89
$2.48M 0.34%
1,990
-340
90
$2.4M 0.33%
14,743
-2,237
91
$2.36M 0.32%
23,125
+9,942
92
$2.27M 0.31%
13,027
+5,018
93
$2.24M 0.31%
5,848
+424
94
$2.14M 0.29%
54,313
-24,110
95
$2.11M 0.29%
+17,669
96
$2.11M 0.29%
13,689
-10,502
97
$2.06M 0.28%
+27,195
98
$2.01M 0.28%
9,923
+2,624
99
$1.99M 0.27%
+8,337
100
$1.97M 0.27%
11,618
-1,570