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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.17%
+13,183
127
$1.15M 0.17%
+21,880
128
$1.15M 0.17%
3,949
-232
129
$1.14M 0.17%
5,865
-43
130
$1.14M 0.17%
+17,499
131
$1.13M 0.17%
+4,312
132
$1.12M 0.17%
+6,412
133
$1.1M 0.16%
+4,602
134
$1.1M 0.16%
8,258
-2,220
135
$1.1M 0.16%
8,160
-1,972
136
$1.09M 0.16%
8,859
+419
137
$1.05M 0.16%
19,062
-76,029
138
$1.04M 0.16%
+6,418
139
$1.03M 0.15%
6,556
-61
140
$1.02M 0.15%
7,198
-654
141
$999K 0.15%
+24,614
142
$995K 0.15%
19,452
-15,192
143
$989K 0.15%
8,866
-16,153
144
$969K 0.14%
2,985
-1,888
145
$928K 0.14%
+3,621
146
$919K 0.14%
20,556
-90
147
$910K 0.14%
33,150
-2,250
148
$908K 0.14%
6,345
+20
149
$907K 0.14%
13,479
-5,146
150
$904K 0.13%
+13,760
4 5
6
7 8