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
$957M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.82M
4
IBM icon
IBM
IBM
+$9.46M
5
ORCL icon
Oracle
ORCL
+$9.17M

Top Sells

1
+$18.3M
2
+$16.5M
3
+$15.7M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.01M

Sector Composition

1 Technology 21.26%
2 Industrials 13.23%
3 Financials 8.12%
4 Consumer Discretionary 6.67%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6M 0.17%
3,160
-162
127
$1.58M 0.17%
+25,500
128
$1.56M 0.16%
5,755
+4,113
129
$1.54M 0.16%
16,296
+296
130
$1.54M 0.16%
15,200
-2,197
131
$1.53M 0.16%
29,927
+6,568
132
$1.51M 0.16%
31,930
133
$1.51M 0.16%
36,427
+921
134
$1.5M 0.16%
18,595
+209
135
$1.5M 0.16%
3,217
-265
136
$1.48M 0.16%
12,891
+813
137
$1.48M 0.15%
19,643
-3,077
138
$1.46M 0.15%
27,653
+608
139
$1.42M 0.15%
8,759
-19
140
$1.4M 0.15%
22,495
+249
141
$1.39M 0.14%
8,109
-607
142
$1.35M 0.14%
59,735
+1,400
143
$1.34M 0.14%
+13,048
144
$1.33M 0.14%
+6,455
145
$1.28M 0.13%
+19,112
146
$1.25M 0.13%
+84,945
147
$1.22M 0.13%
+4,788
148
$1.22M 0.13%
+52,355
149
$1.2M 0.13%
12,403
+5,015
150
$1.18M 0.12%
7,822
-2,992
4 5
6
7 8