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
$821M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$9.09M
3
+$8.74M
4
DHI icon
D.R. Horton
DHI
+$8.62M
5
BLK icon
Blackrock
BLK
+$7.73M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.34M
4
LLY icon
Eli Lilly
LLY
+$8.49M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Sector Composition

1 Technology 23.38%
2 Consumer Discretionary 11.27%
3 Industrials 10.33%
4 Financials 8.59%
5 Communication Services 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.25%
+41,111
102
$2.03M 0.25%
29,194
+2,696
103
$2.01M 0.25%
1,281
-99
104
$1.99M 0.24%
18,070
105
$1.98M 0.24%
41,302
+3,586
106
$1.92M 0.23%
+27,410
107
$1.83M 0.22%
16,766
+13
108
$1.83M 0.22%
20,216
+16,836
109
$1.79M 0.22%
120,865
+18,145
110
$1.76M 0.21%
37,034
+2,109
111
$1.75M 0.21%
+10,178
112
$1.75M 0.21%
7,891
-1,518
113
$1.52M 0.19%
15,204
-93,461
114
$1.52M 0.18%
138,376
-7,088
115
$1.45M 0.18%
2,817
+15
116
$1.45M 0.18%
24,544
+2,780
117
$1.44M 0.17%
6,033
+474
118
$1.42M 0.17%
+20,821
119
$1.41M 0.17%
26,829
-10,818
120
$1.39M 0.17%
14,392
+98
121
$1.38M 0.17%
8,794
-32,516
122
$1.37M 0.17%
3,356
+198
123
$1.35M 0.17%
9,607
124
$1.35M 0.16%
6,776
-1,114
125
$1.32M 0.16%
35,136
-4,393
3 4
5
6 7