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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.21%
8,678
-669
102
$1.4M 0.21%
+23,411
103
$1.39M 0.21%
+9,931
104
$1.39M 0.21%
+13,910
105
$1.36M 0.2%
+6,386
106
$1.35M 0.2%
+5,701
107
$1.34M 0.2%
+5,756
108
$1.34M 0.2%
+43,099
109
$1.34M 0.2%
+7,299
110
$1.34M 0.2%
5
111
$1.33M 0.2%
+17,564
112
$1.32M 0.2%
7,772
-2,734
113
$1.3M 0.19%
+26,745
114
$1.3M 0.19%
+58,344
115
$1.29M 0.19%
+6,249
116
$1.29M 0.19%
+9,588
117
$1.27M 0.19%
7,072
+2,146
118
$1.24M 0.18%
17,500
-300
119
$1.24M 0.18%
+15,551
120
$1.23M 0.18%
12,144
+4,516
121
$1.22M 0.18%
+11,423
122
$1.22M 0.18%
+2,427
123
$1.21M 0.18%
11,850
124
$1.19M 0.18%
+8,009
125
$1.17M 0.17%
+1,660
3 4
5
6 7