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
$247M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$4M
3 +$3.79M
4
C icon
Citigroup
C
+$3.69M
5
XLNX
Xilinx Inc
XLNX
+$3.67M

Top Sells

1 +$24.6M
2 +$14.5M
3 +$5.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$4.96M
5
CTRA icon
Coterra Energy
CTRA
+$3.38M

Sector Composition

1 Communication Services 25.33%
2 Energy 17.86%
3 Industrials 13.37%
4 Healthcare 10.74%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,541
102
-11,412
103
-21,393