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
$727M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$6.35M
3
+$6.17M
4
PPG icon
PPG Industries
PPG
+$5.8M
5
EMN icon
Eastman Chemical
EMN
+$5.6M

Top Sells

1
+$7.95M
2
+$6.68M
3
+$6.51M
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$6.36M
5
AAPL icon
Apple
AAPL
+$6.35M

Sector Composition

1 Technology 20.06%
2 Industrials 13.26%
3 Consumer Discretionary 12.12%
4 Healthcare 11.05%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.21%
31,508
-849
127
$1.56M 0.21%
13,706
+5,028
128
$1.55M 0.21%
25,729
-14,230
129
$1.55M 0.21%
14,606
+696
130
$1.55M 0.21%
6,985
-624
131
$1.55M 0.21%
+61,649
132
$1.53M 0.21%
+44,752
133
$1.52M 0.21%
+52,042
134
$1.51M 0.21%
8,022
+303
135
$1.49M 0.21%
+26,817
136
$1.47M 0.2%
+17,722
137
$1.37M 0.19%
9,756
-1,770
138
$1.32M 0.18%
13,674
-13,652
139
$1.29M 0.18%
10,127
+1,869
140
$1.28M 0.18%
6,006
+141
141
$1.28M 0.18%
+2,057
142
$1.28M 0.18%
+17,915
143
$1.28M 0.18%
11,850
144
$1.26M 0.17%
26,800
+55
145
$1.26M 0.17%
4,529
+1,432
146
$1.26M 0.17%
+4,588
147
$1.25M 0.17%
+16,097
148
$1.23M 0.17%
4,535
+586
149
$1.23M 0.17%
6,495
+83
150
$1.23M 0.17%
8,604
-6,979
4 5
6
7 8