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
$696M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.6M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$8.17M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Top Sells

1
+$32.5M
2
+$7.89M
3
+$6.13M
4
ORCL icon
Oracle
ORCL
+$6.07M
5
AMD icon
Advanced Micro Devices
AMD
+$5.64M

Sector Composition

1 Technology 20.61%
2 Healthcare 11.7%
3 Energy 9.96%
4 Industrials 9.92%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$560K 0.08%
1,227
-305
152
$547K 0.08%
2,008
-23
153
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10,171
-4,571
154
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15,220
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155
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156
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18,953
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157
$522K 0.08%
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158
$511K 0.07%
9,533
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159
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2,994
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160
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18,701
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161
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162
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163
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164
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165
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166
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167
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169
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170
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171
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172
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2,046
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173
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174
$294K 0.04%
4,628
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175
$282K 0.04%
1,671
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7
8 9