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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.36%
22,701
-27,243
77
$3.1M 0.35%
+15,082
78
$3.09M 0.35%
+12,464
79
$3.08M 0.35%
+39,430
80
$3.08M 0.35%
+33,858
81
$3.07M 0.35%
10,799
-8,133
82
$3.04M 0.34%
4,348
-606
83
$2.96M 0.33%
+32,738
84
$2.96M 0.33%
8,512
-739
85
$2.91M 0.33%
16,573
+1,800
86
$2.86M 0.32%
+12,576
87
$2.86M 0.32%
+27,468
88
$2.84M 0.32%
15,348
-4,734
89
$2.75M 0.31%
16,730
-40,017
90
$2.74M 0.31%
40,043
-6,716
91
$2.7M 0.31%
9,335
-720
92
$2.65M 0.3%
7,415
-1,089
93
$2.59M 0.29%
+5,295
94
$2.59M 0.29%
10,251
-1,404
95
$2.54M 0.29%
14,269
-1,618
96
$2.53M 0.29%
16,404
-4,666
97
$2.49M 0.28%
+30,538
98
$2.48M 0.28%
24,147
-6,285
99
$2.45M 0.28%
16,994
-30,585
100
$2.39M 0.27%
47,967
-41
2 3
4
5 6