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
$567M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$67M
2 +$6.55M
3 +$5.95M
4
WM icon
Waste Management
WM
+$4.68M
5
PRU icon
Prudential Financial
PRU
+$4.38M

Top Sells

1 +$73.3M
2 +$6.83M
3 +$5.27M
4
HD icon
Home Depot
HD
+$4.83M
5
GD icon
General Dynamics
GD
+$4.79M

Sector Composition

1 Technology 13.96%
2 Healthcare 13.88%
3 Industrials 7.48%
4 Energy 6.72%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,879
152
-25,471
153
-949
154
-7,407
155
-49,158
156
-55,771
157
-12,334
158
-10,507
159
-18,311
160
-21,650
161
-1,269
162
-38,894
163
-1,197
164
-16,911
165
-1,500
166
-54,215
167
-10,936
168
-1,135
169
-1,234
170
-1,558
171
-2,214
172
-52,262
173
-127,792
174
-77,241
175
-41,490