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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.38M 0.27%
18,240
-971
102
$2.35M 0.27%
2,842
-246
103
$2.3M 0.26%
4,651
-1,506
104
$2.29M 0.26%
+5,517
105
$2.29M 0.26%
+13,218
106
$2.25M 0.25%
13,357
+3,179
107
$2.25M 0.25%
+21,967
108
$2.24M 0.25%
31,374
-3,045
109
$2.23M 0.25%
29,247
+53
110
$2.21M 0.25%
16,499
-4,167
111
$2.19M 0.25%
41,483
+181
112
$2.17M 0.25%
16,121
+44
113
$2.17M 0.25%
+22,405
114
$2.13M 0.24%
+29,722
115
$2.11M 0.24%
+29,420
116
$2.06M 0.23%
+21,547
117
$2M 0.23%
1,325
+44
118
$1.96M 0.22%
16,168
+13,635
119
$1.95M 0.22%
37,360
+326
120
$1.89M 0.21%
10,473
-47,236
121
$1.89M 0.21%
+11,805
122
$1.89M 0.21%
9,157
-3,265
123
$1.87M 0.21%
166,773
+45,908
124
$1.86M 0.21%
3,252
+435
125
$1.83M 0.21%
25,232
-24,084
3 4
5
6 7