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
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$14M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.42M

Top Sells

1
+$8.94M
2
+$8.71M
3
+$8.62M
4
C icon
Citigroup
C
+$8.56M
5
CRWD icon
CrowdStrike
CRWD
+$8.13M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.25%
25,432
+200
102
$2.22M 0.25%
16,316
+195
103
$2.22M 0.25%
41,951
+468
104
$2.2M 0.25%
19,605
+1,365
105
$2.17M 0.25%
+29,339
106
$2.11M 0.24%
+40,033
107
$2.07M 0.24%
12,746
+2,273
108
$2.05M 0.23%
167,390
+617
109
$2.03M 0.23%
7,891
-10,612
110
$1.99M 0.23%
+7,710
111
$1.98M 0.23%
3,322
+70
112
$1.94M 0.22%
+100,103
113
$1.91M 0.22%
22,113
-8,425
114
$1.91M 0.22%
37,841
+481
115
$1.89M 0.22%
1,153
-172
116
$1.88M 0.21%
18,070
-67,091
117
$1.84M 0.21%
+28,610
118
$1.74M 0.2%
9,513
+1
119
$1.71M 0.2%
126,513
+113,491
120
$1.7M 0.19%
+15,528
121
$1.68M 0.19%
9,518
+1,889
122
$1.68M 0.19%
8,716
+193
123
$1.66M 0.19%
+11,477
124
$1.66M 0.19%
+22,472
125
$1.65M 0.19%
2,990
+103
3 4
5
6 7