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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.55M 0.29%
94,128
+19,735
102
$2.5M 0.28%
+28,456
103
$2.47M 0.28%
14,928
-816
104
$2.43M 0.28%
+172,275
105
$2.41M 0.27%
+8,589
106
$2.37M 0.27%
+14,025
107
$2.33M 0.26%
+4,716
108
$2.33M 0.26%
+5,963
109
$2.32M 0.26%
+45,615
110
$2.29M 0.26%
4,573
-6,853
111
$2.26M 0.26%
+58,730
112
$2.26M 0.26%
6,338
-5,168
113
$2.25M 0.26%
17,133
+25
114
$2.25M 0.26%
+16,031
115
$2.23M 0.25%
+20,873
116
$2.23M 0.25%
25,462
+2,225
117
$2.22M 0.25%
+11,766
118
$2.21M 0.25%
+33,894
119
$2.21M 0.25%
13,336
-4,010
120
$2.19M 0.25%
7,287
+85
121
$2.18M 0.25%
13,466
-2,526
122
$2.17M 0.25%
+15,315
123
$2.13M 0.24%
11,814
-4,295
124
$2.12M 0.24%
32,425
+4,535
125
$2.12M 0.24%
+14,088
3 4
5
6 7