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
$399M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$9.03M
3 +$7.04M
4
SYF icon
Synchrony
SYF
+$5.67M
5
MSFT icon
Microsoft
MSFT
+$5.24M

Top Sells

1 +$7.16M
2 +$7.11M
3 +$7.11M
4
TJX icon
TJX Companies
TJX
+$7.07M
5
JACK icon
Jack in the Box
JACK
+$6.71M

Sector Composition

1 Healthcare 23.59%
2 Communication Services 15.47%
3 Industrials 14.46%
4 Consumer Discretionary 12.63%
5 Technology 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-110,934