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
$530M
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.11M
3
+$4.95M
4
KMB icon
Kimberly-Clark
KMB
+$3.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.06M

Top Sells

1
+$11.2M
2
+$11.1M
3
+$8.84M
4
FMC icon
FMC
FMC
+$6.02M
5
JPM icon
JPMorgan Chase
JPM
+$5.85M

Sector Composition

1 Technology 16.12%
2 Healthcare 12.58%
3 Consumer Discretionary 6.06%
4 Communication Services 5.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$513K 0.1%
+7,628
127
$510K 0.1%
22,546
-15,164
128
$505K 0.1%
107,931
-71,578
129
$484K 0.09%
10,940
-26,513
130
$453K 0.09%
+20,810
131
$453K 0.09%
21,084
-6,754
132
$439K 0.08%
1,818
-10,852
133
$433K 0.08%
2,276
-58,260
134
$412K 0.08%
6,942
-63,838
135
$405K 0.08%
+18,230
136
$385K 0.07%
4,791
-216
137
$379K 0.07%
10,087
-2,291
138
$378K 0.07%
4,869
-907
139
$372K 0.07%
846
-112
140
$366K 0.07%
14,264
-3,021
141
$362K 0.07%
4,232
-45,827
142
$315K 0.06%
3,661
-925
143
$307K 0.06%
1,677
-156
144
$301K 0.06%
13,693
-1,721
145
$292K 0.06%
1,471
-347
146
$270K 0.05%
6,250
-500
147
$265K 0.05%
2,206
-10,553
148
$255K 0.05%
2,341
-2,902
149
$254K 0.05%
3,101
-14,554
150
$230K 0.04%
1,618
-110
4 5
6
7 8