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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.14%
4,757
+2,808
102
$730K 0.14%
+7,493
103
$717K 0.13%
5,577
+70
104
$707K 0.13%
3,471
-100
105
$694K 0.13%
2,293
+987
106
$675K 0.13%
7,475
+645
107
$664K 0.12%
7,795
-785
108
$615K 0.12%
12,405
-2,075
109
$613K 0.12%
9,560
-190
110
$604K 0.11%
9,110
-3,734
111
$563K 0.11%
1,921
-721
112
$540K 0.1%
2,206
-826
113
$537K 0.1%
15,209
+7,097
114
$516K 0.1%
3,925
-2,780
115
$508K 0.1%
25,000
116
$493K 0.09%
7,650
+1,978
117
$493K 0.09%
22,848
+10,344
118
$492K 0.09%
7,344
-30,490
119
$483K 0.09%
+6,320
120
$472K 0.09%
15,705
-3,991
121
$470K 0.09%
3,400
122
$467K 0.09%
5,058
-6,862
123
$467K 0.09%
+2,476
124
$459K 0.09%
4,465
-2,465
125
$452K 0.08%
351
-176
3 4
5
6 7