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
$957M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.82M
4
IBM icon
IBM
IBM
+$9.46M
5
ORCL icon
Oracle
ORCL
+$9.17M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$15.7M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.01M

Sector Composition

1 Technology 21.26%
2 Industrials 13.23%
3 Financials 8.12%
4 Consumer Discretionary 6.67%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.35%
+71,198
77
$3.34M 0.35%
13,397
+854
78
$3.34M 0.35%
+26,718
79
$3.28M 0.34%
+76,699
80
$3.26M 0.34%
+56,513
81
$3.21M 0.34%
4,141
-167
82
$3.2M 0.33%
+13,010
83
$3.14M 0.33%
7,760
+227
84
$3.12M 0.33%
28,739
-930
85
$2.99M 0.31%
15,745
+1,219
86
$2.96M 0.31%
+21,964
87
$2.92M 0.3%
29,081
-3,115
88
$2.91M 0.3%
14,025
+114
89
$2.85M 0.3%
4,712
-623
90
$2.82M 0.29%
14,415
-490
91
$2.76M 0.29%
92,514
-2,213
92
$2.72M 0.28%
+25,662
93
$2.6M 0.27%
+42,181
94
$2.58M 0.27%
14,950
-13,938
95
$2.53M 0.26%
9,253
+1,493
96
$2.49M 0.26%
46,814
-357
97
$2.43M 0.25%
6,719
-833
98
$2.35M 0.25%
24,516
-916
99
$2.34M 0.25%
25,995
-5,574
100
$2.33M 0.24%
+18,143
2 3
4
5 6