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
$744M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.81M
3
+$7.48M
4
NKE icon
Nike
NKE
+$7.3M
5
IBM icon
IBM
IBM
+$7.25M

Top Sells

1
+$6.71M
2
+$5.63M
3
+$4.7M
4
AMGN icon
Amgen
AMGN
+$3.88M
5
UNH icon
UnitedHealth
UNH
+$3.24M

Sector Composition

1 Technology 14.51%
2 Healthcare 9.91%
3 Real Estate 7.09%
4 Consumer Discretionary 6.87%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.18%
8,335
-2,590
102
$1.3M 0.17%
+64,856
103
$1.3M 0.17%
2,855
-610
104
$1.27M 0.17%
+44,369
105
$1.27M 0.17%
+6,647
106
$1.26M 0.17%
6,942
+569
107
$1.24M 0.17%
+38,580
108
$1.24M 0.17%
+23,054
109
$1.23M 0.17%
7,543
+233
110
$1.23M 0.17%
8,105
+4,180
111
$1.23M 0.17%
13,438
+133
112
$1.21M 0.16%
594
+243
113
$1.21M 0.16%
+34,029
114
$1.21M 0.16%
+75,238
115
$1.2M 0.16%
20,480
-600
116
$1.2M 0.16%
+8,405
117
$1.18M 0.16%
+13,920
118
$1.17M 0.16%
+118,614
119
$1.14M 0.15%
+1,052
120
$1.14M 0.15%
+74,132
121
$1.13M 0.15%
67,350
-3,825
122
$1.11M 0.15%
3,869
-981
123
$1.1M 0.15%
12,955
-1,210
124
$1.06M 0.14%
38,503
-1,040
125
$1.03M 0.14%
25,227
-44,484
3 4
5
6 7