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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.08M 0.24%
+28,430
127
$2.07M 0.24%
+18,747
128
$2.02M 0.23%
+13,463
129
$2.01M 0.23%
11,018
-986
130
$1.99M 0.23%
4,071
-409
131
$1.94M 0.22%
25,847
+7,239
132
$1.94M 0.22%
10,631
-4,774
133
$1.93M 0.22%
5
134
$1.92M 0.22%
+102,338
135
$1.83M 0.21%
22,144
-2,375
136
$1.82M 0.21%
26,635
-1,485
137
$1.78M 0.2%
6,330
-4,204
138
$1.77M 0.2%
22,086
-909
139
$1.77M 0.2%
+9,404
140
$1.75M 0.2%
5,892
-268
141
$1.74M 0.2%
+19,304
142
$1.74M 0.2%
+11,888
143
$1.73M 0.2%
7,170
+6,197
144
$1.71M 0.19%
6,907
+141
145
$1.7M 0.19%
+21,642
146
$1.69M 0.19%
+9,762
147
$1.69M 0.19%
8,007
-1,962
148
$1.68M 0.19%
50,316
-57,739
149
$1.68M 0.19%
+37,556
150
$1.68M 0.19%
25,740
-2,440
4 5
6
7 8