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
$393M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$7.51M
3 +$7.1M
4
C icon
Citigroup
C
+$6.95M
5
AGN.PRA
Allergan plc
AGN.PRA
+$3.94M

Top Sells

1 +$6.84M
2 +$6.68M
3 +$6.55M
4
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,361