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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$7.98M
3 +$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1 +$8.01M
2 +$7.09M
3 +$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.17M 0.34%
9,877
+2,471
77
$3.15M 0.34%
+11,418
78
$3.12M 0.34%
+8,415
79
$3.11M 0.34%
+17,993
80
$3.11M 0.34%
57,373
-26,115
81
$3.1M 0.33%
+67,418
82
$3.08M 0.33%
+33,071
83
$3.07M 0.33%
+14,313
84
$3.06M 0.33%
11,820
+2,685
85
$3.01M 0.32%
14,694
+466
86
$3.01M 0.32%
+13,261
87
$3M 0.32%
15,935
-15,833
88
$3M 0.32%
+41,432
89
$2.9M 0.31%
13,975
-348
90
$2.9M 0.31%
6,987
+665
91
$2.87M 0.31%
15,792
-28,208
92
$2.81M 0.3%
58,850
+75
93
$2.78M 0.3%
11,896
+90
94
$2.78M 0.3%
+13,587
95
$2.77M 0.3%
13,543
+3,922
96
$2.76M 0.3%
6,688
+1,360
97
$2.75M 0.3%
11,252
+3,192
98
$2.67M 0.29%
11,870
+10,662
99
$2.67M 0.29%
121,713
-656
100
$2.67M 0.29%
3,932
-517