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
$696M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$8.17M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Top Sells

1
+$32.5M
2
+$7.89M
3
+$6.13M
4
ORCL icon
Oracle
ORCL
+$6.07M
5
AMD icon
Advanced Micro Devices
AMD
+$5.64M

Sector Composition

1 Technology 20.61%
2 Healthcare 11.7%
3 Energy 9.96%
4 Industrials 9.92%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.2M 0.32%
5,835
-6,485
77
$2.19M 0.32%
+6,781
78
$2.19M 0.31%
19,513
-1,309
79
$2.17M 0.31%
+11,516
80
$2.16M 0.31%
21,052
-54,817
81
$2.16M 0.31%
+15,061
82
$2.16M 0.31%
78,590
-18,810
83
$2.13M 0.31%
12,554
-8,266
84
$2.07M 0.3%
27,585
-2,248
85
$1.89M 0.27%
37,647
+11,315
86
$1.82M 0.26%
10,862
-551
87
$1.77M 0.25%
+86,126
88
$1.76M 0.25%
32,509
-6,201
89
$1.75M 0.25%
18,070
90
$1.75M 0.25%
1,380
+85
91
$1.74M 0.25%
9,975
-1,539
92
$1.73M 0.25%
14,294
+3,880
93
$1.72M 0.25%
16,753
-45,061
94
$1.7M 0.24%
+21,174
95
$1.69M 0.24%
+22,422
96
$1.68M 0.24%
+20,477
97
$1.65M 0.24%
+33,452
98
$1.63M 0.23%
37,716
+13,411
99
$1.63M 0.23%
+16,401
100
$1.62M 0.23%
+53,343
2 3
4
5 6