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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14M 0.12%
+55,220
152
$1.08M 0.12%
+13,000
153
$1.04M 0.11%
14,155
-36,747
154
$1.01M 0.11%
13,541
-17,120
155
$1.01M 0.11%
5,796
+1,575
156
$985K 0.11%
+9,500
157
$977K 0.11%
11,675
+7,349
158
$976K 0.11%
6,925
+4,326
159
$956K 0.1%
6,105
+1,777
160
$931K 0.1%
1,799
+379
161
$895K 0.1%
5,370
-139
162
$894K 0.1%
976
-943
163
$872K 0.09%
15,527
-1,433
164
$805K 0.09%
3,863
-22,441
165
$788K 0.09%
9,905
-23,780
166
$726K 0.08%
4,244
+2,250
167
$710K 0.08%
4,590
+2,988
168
$704K 0.08%
4,560
-6,468
169
$700K 0.08%
2,182
170
$675K 0.07%
8,574
-911
171
$668K 0.07%
+1,000
172
$649K 0.07%
1,805
-5
173
$647K 0.07%
2,547
-331
174
$643K 0.07%
5,477
+504
175
$616K 0.07%
5,010
-37
5 6
7
8 9