LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.2M
3
+$8.87M
4
ABBV icon
AbbVie
ABBV
+$7.34M
5
GILD icon
Gilead Sciences
GILD
+$7.31M

Top Sells

1
+$25.7M
2
+$9.65M
3
+$9.12M
4
RL icon
Ralph Lauren
RL
+$8.6M
5
BAC icon
Bank of America
BAC
+$8.34M

Sector Composition

1 Technology 16.3%
2 Healthcare 9.77%
3 Industrials 8.37%
4 Financials 7.16%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.22%
19,691
-12
102
$1.76M 0.22%
901
-3
103
$1.76M 0.22%
32,730
-1,927
104
$1.74M 0.21%
9,458
-70
105
$1.74M 0.21%
19,091
-11,716
106
$1.74M 0.21%
58,590
-1,073
107
$1.74M 0.21%
2,182
-8,459
108
$1.7M 0.21%
19,291
+4,703
109
$1.67M 0.21%
21,099
+1,966
110
$1.65M 0.2%
32,440
+4,995
111
$1.63M 0.2%
24,446
+350
112
$1.63M 0.2%
28,047
+1,403
113
$1.6M 0.2%
3,304
+493
114
$1.56M 0.19%
10,016
+31
115
$1.55M 0.19%
+9,003
116
$1.55M 0.19%
8,558
-386
117
$1.54M 0.19%
22,023
-1,953
118
$1.51M 0.19%
16,296
119
$1.48M 0.18%
82,059
-1,693
120
$1.47M 0.18%
31,930
121
$1.43M 0.18%
8,639
-71
122
$1.41M 0.17%
219,400
+73,681
123
$1.41M 0.17%
2,831
+289
124
$1.4M 0.17%
9,573
+1,061
125
$1.39M 0.17%
8,148
+6,728
3 4
5
6 7