LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+2%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$393M
AUM Growth
+$393M
(+3.5%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
32.22%
Holding
102
New
17
Increased
50
Reduced
22
Closed
10
Top Buys
| 1 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$7.65M |
| 2 |
Bank of America
BAC
|
$7.51M |
| 3 |
Nike
NKE
|
$7.1M |
| 4 |
Citigroup
C
|
$6.95M |
| 5 |
Starbucks
SBUX
|
$4.14M |
Top Sells
| 1 |
Texas Instruments
TXN
|
$6.84M |
| 2 |
Costco
COST
|
$6.68M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$6.55M |
| 4 |
Meta Platforms (Facebook)
META
|
$5.28M |
| 5 |
JWN
Nordstrom
JWN
|
$4.21M |
Sector Composition
| 1 | Communication Services | 17.84% |
| 2 | Healthcare | 16.92% |
| 3 | Consumer Discretionary | 15.18% |
| 4 | Industrials | 15.12% |
| 5 | Technology | 10.57% |