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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.2%
20,443
+5,324
127
$1.76M 0.2%
13,594
-798
128
$1.7M 0.19%
+37,766
129
$1.7M 0.19%
4,727
+1,371
130
$1.68M 0.19%
2,887
+431
131
$1.64M 0.19%
8,523
+632
132
$1.6M 0.18%
24,856
+312
133
$1.58M 0.18%
4,853
-1,031
134
$1.57M 0.18%
27,888
+1,059
135
$1.55M 0.18%
+4,453
136
$1.52M 0.17%
32,713
-8,398
137
$1.49M 0.17%
7,629
+1,596
138
$1.47M 0.17%
+16,000
139
$1.46M 0.17%
+31,930
140
$1.45M 0.16%
9,512
-95
141
$1.44M 0.16%
4,635
+2,138
142
$1.43M 0.16%
+11,550
143
$1.4M 0.16%
35,420
+284
144
$1.39M 0.16%
14,347
+508
145
$1.39M 0.16%
8,778
-16
146
$1.38M 0.16%
18,194
+316
147
$1.38M 0.16%
3,309
+122
148
$1.38M 0.16%
11,190
-18,395
149
$1.35M 0.15%
27,000
-494
150
$1.35M 0.15%
20,796
-25
4 5
6
7 8