LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+12.12%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$276M
AUM Growth
+$276M
(+12%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
42.01%
Holding
119
New
37
Increased
31
Reduced
13
Closed
38
Top Buys
| 1 |
Whirlpool
WHR
|
$5.83M |
| 2 |
FedEx
FDX
|
$5.74M |
| 3 |
Canadian Pacific Kansas City
CP
|
$5.48M |
| 4 |
JPMorgan Chase
JPM
|
$4.39M |
| 5 |
Bristol-Myers Squibb
BMY
|
$4.23M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$8.08M |
| 2 |
ASML
ASML
|
$5.61M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$5.22M |
| 4 |
EOG Resources
EOG
|
$5.14M |
| 5 |
Biogen
BIIB
|
$5.11M |
Sector Composition
| 1 | Communication Services | 21.8% |
| 2 | Industrials | 20.1% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 9.59% |
| 5 | Financials | 9.11% |
