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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$480K 0.06%
+1,306
152
$422K 0.05%
5,598
-289
153
$381K 0.05%
3,289
-162
154
$380K 0.05%
4,000
155
$362K 0.05%
1,949
+111
156
$350K 0.05%
5,635
157
$337K 0.04%
3,496
+965
158
$322K 0.04%
+5,672
159
$317K 0.04%
12,504
+1,960
160
$309K 0.04%
5,025
+200
161
$300K 0.04%
4,432
162
$297K 0.04%
1,761
+111
163
$284K 0.04%
1,327
+93
164
$278K 0.04%
15,765
+750
165
$277K 0.04%
+8,112
166
$251K 0.03%
4,073
-4,240
167
$245K 0.03%
6,907
168
$236K 0.03%
6,222
-348
169
$232K 0.03%
2,400
170
$231K 0.03%
+2,729
171
$215K 0.03%
+1,655
172
$214K 0.03%
+1,611
173
$214K 0.03%
2,252
-69,881
174
$208K 0.03%
2,165
-118
175
$206K 0.03%
4,648
-5,296
5 6
7
8 9