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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.22%
11,216
-3,553
127
$2.02M 0.22%
3,075
+392
128
$1.98M 0.21%
8,921
+1,679
129
$1.96M 0.21%
11,654
-118
130
$1.93M 0.21%
20,644
-10,312
131
$1.92M 0.21%
11,245
-25
132
$1.79M 0.19%
10,766
+199
133
$1.73M 0.19%
2,169
+108
134
$1.68M 0.18%
6,584
+1,263
135
$1.66M 0.18%
10,601
-6,639
136
$1.65M 0.18%
147,124
+112,024
137
$1.64M 0.18%
+17,461
138
$1.58M 0.17%
10,960
-4,240
139
$1.57M 0.17%
+16,989
140
$1.5M 0.16%
5,890
141
$1.49M 0.16%
25,513
+8,414
142
$1.48M 0.16%
+28,149
143
$1.42M 0.15%
22,057
-11,029
144
$1.4M 0.15%
2,121
-115
145
$1.36M 0.15%
27,456
+17,496
146
$1.29M 0.14%
3,255
-1,695
147
$1.24M 0.13%
20,276
148
$1.23M 0.13%
10,632
-61,557
149
$1.19M 0.13%
97,088
+77,088
150
$1.15M 0.12%
7,451
-14,497
4 5
6
7 8