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
$187M
AUM Growth
-$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.62M
3
+$4.22M
4
EOG icon
EOG Resources
EOG
+$4.11M
5
UNP icon
Union Pacific
UNP
+$2.31M

Top Sells

1
+$10.3M
2
+$5.48M
3
+$4.92M
4
TSCO icon
Tractor Supply
TSCO
+$4.45M
5
JPM icon
JPMorgan Chase
JPM
+$4.38M

Sector Composition

1 Communication Services 29.22%
2 Healthcare 18.39%
3 Industrials 17.53%
4 Energy 10.61%
5 Technology 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-14,664
102
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-90,534
103
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-287,055
104
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-5,572
105
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-51,590
106
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-4,915
107
– –
-1,847
108
– –
-31,829
109
– –
-9,293
110
– –
-22,091
111
– –
-47,082
112
– –
-10,100
1 2 3 4
5