LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.92M
3
+$6.76M
4
UNH icon
UnitedHealth
UNH
+$6.73M
5
COST icon
Costco
COST
+$6.68M

Top Sells

1
+$13.8M
2
+$8.36M
3
+$6.79M
4
YHOO
Yahoo Inc
YHOO
+$6.09M
5
MSFT icon
Microsoft
MSFT
+$6.05M

Sector Composition

1 Communication Services 19.69%
2 Healthcare 16.7%
3 Consumer Discretionary 14.41%
4 Industrials 13.98%
5 Technology 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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114
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-120,649
115
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