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
$957M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.82M
4
IBM icon
IBM
IBM
+$9.46M
5
ORCL icon
Oracle
ORCL
+$9.17M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$15.7M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.01M

Sector Composition

1 Technology 21.26%
2 Industrials 13.23%
3 Financials 8.12%
4 Consumer Discretionary 6.67%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.24%
20,093
-4,145
102
$2.29M 0.24%
22,976
+863
103
$2.28M 0.24%
27,263
-5,096
104
$2.27M 0.24%
40,077
-1,874
105
$2.27M 0.24%
22,092
-5,237
106
$2.26M 0.24%
27,325
-1,956
107
$2.25M 0.23%
19,782
-22,130
108
$2.18M 0.23%
+13,849
109
$2.12M 0.22%
15,296
-1,020
110
$2.09M 0.22%
1,020
-133
111
$2.09M 0.22%
+38,093
112
$2.07M 0.22%
18,151
+81
113
$1.96M 0.2%
6,991
-9,398
114
$1.96M 0.2%
+38,356
115
$1.95M 0.2%
35,588
-2,253
116
$1.95M 0.2%
16,597
-23,866
117
$1.92M 0.2%
+7,066
118
$1.76M 0.18%
166,235
-1,155
119
$1.75M 0.18%
6,393
-1,498
120
$1.71M 0.18%
23,933
-1,182
121
$1.68M 0.18%
+15,923
122
$1.67M 0.17%
9,985
+472
123
$1.66M 0.17%
10,385
-5,143
124
$1.64M 0.17%
+4,439
125
$1.61M 0.17%
27,957
-450
3 4
5
6 7