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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.68M 0.19%
+12,746
152
$1.66M 0.19%
+2,781
153
$1.66M 0.19%
13,590
-39
154
$1.63M 0.19%
+36,400
155
$1.63M 0.18%
+6,204
156
$1.61M 0.18%
+67,587
157
$1.61M 0.18%
25,535
-6,695
158
$1.6M 0.18%
+13,275
159
$1.59M 0.18%
15,360
+100
160
$1.58M 0.18%
5,687
-344
161
$1.56M 0.18%
+8,195
162
$1.53M 0.17%
+12,755
163
$1.52M 0.17%
2,916
-1,978
164
$1.52M 0.17%
+62,450
165
$1.47M 0.17%
10,400
-1,450
166
$1.43M 0.16%
14,304
+342
167
$1.41M 0.16%
27,427
-18,422
168
$1.37M 0.16%
6,196
-30,978
169
$1.36M 0.15%
6,132
-574
170
$1.28M 0.15%
+15,958
171
$1.27M 0.14%
3,986
-524
172
$1.26M 0.14%
23,758
-4,992
173
$1.24M 0.14%
6,224
-62
174
$1.22M 0.14%
6,511
-273
175
$1.22M 0.14%
5,018
-11,568
5 6
7
8 9