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
$696M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$8.17M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Top Sells

1
+$32.5M
2
+$7.89M
3
+$6.13M
4
ORCL icon
Oracle
ORCL
+$6.07M
5
AMD icon
Advanced Micro Devices
AMD
+$5.64M

Sector Composition

1 Technology 20.61%
2 Healthcare 11.7%
3 Energy 9.96%
4 Industrials 9.92%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.16%
24,843
-2,381
127
$1.12M 0.16%
+5,559
128
$1.11M 0.16%
14,257
+2,317
129
$1.11M 0.16%
+9,376
130
$1.09M 0.16%
3,158
+136
131
$1.07M 0.15%
+5,274
132
$1.04M 0.15%
25,326
-1,916
133
$1.01M 0.15%
34,266
+728
134
$1.01M 0.15%
11,096
-1,148
135
$1.01M 0.14%
14,739
+5,981
136
$1M 0.14%
6,285
+1,388
137
$975K 0.14%
33,014
+14,120
138
$912K 0.13%
19,846
-1,058
139
$851K 0.12%
2,374
+98
140
$847K 0.12%
37,536
+4,604
141
$838K 0.12%
5,129
-245
142
$824K 0.12%
6,249
-876
143
$774K 0.11%
+1,938
144
$702K 0.1%
15,341
+1,527
145
$702K 0.1%
13,366
-608
146
$664K 0.1%
9,950
147
$628K 0.09%
11,215
+36
148
$609K 0.09%
+32,360
149
$600K 0.09%
12,148
-2,808
150
$566K 0.08%
1,615
4 5
6
7 8