LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+9.55%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$440M
AUM Growth
+$440M
(+8.9%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
6.39%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
148
New
75
Increased
12
Reduced
31
Closed
26
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$38.5M |
| 2 |
SPDR Gold Trust
GLD
|
$18.3M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$14.9M |
| 4 |
Merck
MRK
|
$10.7M |
| 5 |
Pfizer
PFE
|
$8.19M |
Top Sells
| 1 |
GE Aerospace
GE
|
$10.2M |
| 2 |
Apple
AAPL
|
$9.28M |
| 3 |
Boston Properties
BXP
|
$7.97M |
| 4 |
AvalonBay Communities
AVB
|
$7.97M |
| 5 |
PPG Industries
PPG
|
$7.78M |
Sector Composition
| 1 | Healthcare | 19.52% |
| 2 | Communication Services | 15.22% |
| 3 | Energy | 9.75% |
| 4 | Technology | 8.4% |
| 5 | Industrials | 6.51% |
