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
$530M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.11M
3
+$4.95M
4
KMB icon
Kimberly-Clark
KMB
+$3.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.06M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$8.84M
4
FMC icon
FMC
FMC
+$6.02M
5
JPM icon
JPMorgan Chase
JPM
+$5.85M

Sector Composition

1 Technology 16.12%
2 Healthcare 12.58%
3 Consumer Discretionary 6.06%
4 Communication Services 5.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$857K 0.16%
+19,351
102
$836K 0.16%
49,558
+2,183
103
$812K 0.15%
6,617
-1,139
104
$800K 0.15%
8,360
-240
105
$793K 0.15%
1,818
-409
106
$784K 0.15%
20,646
-96,130
107
$782K 0.15%
10,478
-4,742
108
$761K 0.14%
5,908
+278
109
$748K 0.14%
4,328
-4,548
110
$744K 0.14%
35,031
-79,849
111
$724K 0.14%
6,325
-77,188
112
$724K 0.14%
21,703
+56
113
$716K 0.14%
35,400
+10,150
114
$713K 0.13%
8,440
-125
115
$712K 0.13%
9,821
-39,406
116
$694K 0.13%
4,170
+75
117
$693K 0.13%
10,830
-2,535
118
$676K 0.13%
4,926
-1,168
119
$666K 0.13%
+18,625
120
$631K 0.12%
9,811
+1,496
121
$591K 0.11%
9,205
-5,175
122
$583K 0.11%
16,925
-520
123
$551K 0.1%
28,560
-8,560
124
$541K 0.1%
10,118
-1,751
125
$517K 0.1%
+3,701
3 4
5
6 7