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
$863M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.25M
3
+$6.19M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.01M
5
CLF icon
Cleveland-Cliffs
CLF
+$5.67M

Top Sells

1
+$6.04M
2
+$5.37M
3
+$4.9M
4
LEN icon
Lennar Class A
LEN
+$4.58M
5
SBUX icon
Starbucks
SBUX
+$4.28M

Sector Composition

1 Technology 22.83%
2 Consumer Discretionary 11.93%
3 Industrials 11.47%
4 Healthcare 9.1%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.6M 0.19%
27,890
+1,090
152
$1.58M 0.18%
+32,230
153
$1.57M 0.18%
+14,750
154
$1.53M 0.18%
6,105
-12,627
155
$1.51M 0.18%
11,850
156
$1.45M 0.17%
17,136
+12,996
157
$1.43M 0.17%
10,578
-20,270
158
$1.42M 0.16%
4,510
-19
159
$1.4M 0.16%
8,543
-61
160
$1.4M 0.16%
6,380
-115
161
$1.39M 0.16%
6,706
+3
162
$1.39M 0.16%
23,681
-7,642
163
$1.36M 0.16%
4,822
-5,400
164
$1.34M 0.15%
15,260
-1,420
165
$1.29M 0.15%
5,069
+4,069
166
$1.27M 0.15%
+18,608
167
$1.27M 0.15%
+26,993
168
$1.26M 0.15%
8,276
+104
169
$1.24M 0.14%
6,286
-39
170
$1.22M 0.14%
+22,995
171
$1.21M 0.14%
12,048
+722
172
$1.2M 0.14%
1,942
-93
173
$1.18M 0.14%
+23,098
174
$1.12M 0.13%
4,580
-195
175
$1.12M 0.13%
4,803
-4,307
5 6
7
8 9