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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.15%
10,596
-26,602
102
$1.17M 0.15%
6,705
+198
103
$1.11M 0.14%
+9,195
104
$1.06M 0.14%
9,889
-3,890
105
$1.06M 0.14%
10,426
-377
106
$1.06M 0.14%
6,930
+1,885
107
$1.02M 0.13%
6,675
+470
108
$1.01M 0.13%
+13,089
109
$996K 0.13%
527
-302
110
$996K 0.13%
26,515
+5,830
111
$988K 0.13%
+13,420
112
$971K 0.13%
25,860
+3,840
113
$958K 0.12%
+12,844
114
$941K 0.12%
57,220
+6,800
115
$916K 0.12%
17,354
+654
116
$908K 0.12%
5,108
+848
117
$900K 0.12%
+2,642
118
$890K 0.12%
19,696
+628
119
$883K 0.11%
+18,640
120
$868K 0.11%
14,540
+2,740
121
$865K 0.11%
19,755
+430
122
$860K 0.11%
5,507
+50
123
$855K 0.11%
3,032
+235
124
$853K 0.11%
+11,677
125
$848K 0.11%
+13,165
3 4
5
6 7