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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.65M 0.29%
21,902
+1,063
102
$2.58M 0.28%
54,272
+3,262
103
$2.57M 0.28%
14,242
-4,700
104
$2.53M 0.27%
+67,189
105
$2.53M 0.27%
12,502
-243
106
$2.52M 0.27%
6,607
-299
107
$2.51M 0.27%
+19,107
108
$2.51M 0.27%
8,434
-5
109
$2.51M 0.27%
109,504
-50,906
110
$2.48M 0.27%
6,732
+23
111
$2.47M 0.27%
+15,834
112
$2.46M 0.27%
19,004
-1,376
113
$2.46M 0.26%
14,541
+3,751
114
$2.4M 0.26%
20,939
-466
115
$2.37M 0.26%
46,494
+14,441
116
$2.31M 0.25%
8,802
+1,223
117
$2.31M 0.25%
9,094
-25,899
118
$2.29M 0.25%
14,205
-1,498
119
$2.28M 0.25%
+29,865
120
$2.25M 0.24%
5
121
$2.24M 0.24%
43,413
+786
122
$2.18M 0.24%
8,934
-1,364
123
$2.15M 0.23%
+60,595
124
$2.1M 0.23%
11,748
-30
125
$2.06M 0.22%
129,968
+33,583
3 4
5
6 7