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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.24M 0.37%
46,462
+7,057
77
$3.17M 0.36%
+9,614
78
$3.11M 0.35%
+40,092
79
$3.11M 0.35%
39,630
-12,064
80
$3M 0.34%
17,451
+1,362
81
$2.99M 0.34%
+53,019
82
$2.98M 0.34%
18,768
-5,293
83
$2.91M 0.33%
8,806
-745
84
$2.9M 0.33%
21,788
-31,629
85
$2.85M 0.32%
63,019
-6,969
86
$2.84M 0.32%
44,352
-6,375
87
$2.78M 0.32%
+22,567
88
$2.78M 0.32%
9,543
+2,914
89
$2.76M 0.31%
53,345
-876
90
$2.74M 0.31%
+24,045
91
$2.72M 0.31%
16,554
-32,223
92
$2.72M 0.31%
+55,919
93
$2.72M 0.31%
12,165
-12,392
94
$2.7M 0.31%
13,394
-26,916
95
$2.69M 0.31%
385,767
-106,793
96
$2.66M 0.3%
9,356
-16,451
97
$2.62M 0.3%
8,290
-250
98
$2.61M 0.3%
29,265
-8,020
99
$2.6M 0.3%
43,790
-5,302
100
$2.58M 0.29%
1,749
-243
2 3
4
5 6