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
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$14M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.42M

Top Sells

1
+$8.94M
2
+$8.71M
3
+$8.62M
4
C icon
Citigroup
C
+$8.56M
5
CRWD icon
CrowdStrike
CRWD
+$8.13M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.31%
11,070
+819
77
$2.67M 0.3%
+34,864
78
$2.61M 0.3%
15,229
-1,175
79
$2.59M 0.3%
7,533
-15,312
80
$2.59M 0.3%
12,947
-2,401
81
$2.59M 0.3%
3,292
-4,851
82
$2.58M 0.29%
+14,905
83
$2.57M 0.29%
31,380
+22,380
84
$2.57M 0.29%
7,552
+137
85
$2.5M 0.29%
32,196
-7,847
86
$2.47M 0.28%
32,109
-59,283
87
$2.46M 0.28%
32,359
+2,939
88
$2.45M 0.28%
31,569
+1,847
89
$2.43M 0.28%
24,238
+1,833
90
$2.42M 0.28%
+30,124
91
$2.41M 0.28%
17,125
+395
92
$2.4M 0.27%
+27,329
93
$2.39M 0.27%
+21,725
94
$2.38M 0.27%
29,281
+34
95
$2.34M 0.27%
25,077
+3,530
96
$2.33M 0.27%
7,760
-1,575
97
$2.32M 0.26%
14,526
+1,308
98
$2.28M 0.26%
+7,937
99
$2.24M 0.26%
47,171
-796
100
$2.24M 0.26%
+54,795
2 3
4
5 6