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
$744M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.81M
3
+$7.48M
4
NKE icon
Nike
NKE
+$7.3M
5
IBM icon
IBM
IBM
+$7.25M

Top Sells

1
+$6.71M
2
+$5.63M
3
+$4.7M
4
AMGN icon
Amgen
AMGN
+$3.88M
5
UNH icon
UnitedHealth
UNH
+$3.24M

Sector Composition

1 Technology 14.51%
2 Healthcare 9.91%
3 Real Estate 7.09%
4 Consumer Discretionary 6.87%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$622K 0.08%
7,662
+318
152
$611K 0.08%
+20,520
153
$593K 0.08%
9,145
-9,038
154
$591K 0.08%
15,589
+380
155
$591K 0.08%
5,398
+340
156
$537K 0.07%
22,689
-159
157
$533K 0.07%
1,230
+150
158
$519K 0.07%
6,988
-662
159
$492K 0.07%
9,744
+370
160
$463K 0.06%
2,126
161
$446K 0.06%
1,043
-15
162
$421K 0.06%
4,714
+170
163
$415K 0.06%
5,170
-9,565
164
$412K 0.06%
2,270
+170
165
$393K 0.05%
8,876
+1,472
166
$388K 0.05%
1,933
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167
$347K 0.05%
+4,686
168
$335K 0.05%
+7,040
169
$333K 0.04%
7,256
-883
170
$326K 0.04%
+3,557
171
$312K 0.04%
5,788
-3,912
172
$310K 0.04%
4,432
173
$308K 0.04%
16,515
174
$296K 0.04%
2,617
175
$294K 0.04%
4,721
5 6
7
8 9