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
$821M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$9.09M
3
+$8.74M
4
DHI icon
D.R. Horton
DHI
+$8.62M
5
BLK icon
Blackrock
BLK
+$7.73M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.34M
4
LLY icon
Eli Lilly
LLY
+$8.49M
5
SLB icon
SLB Ltd
SLB
+$7.79M

Sector Composition

1 Technology 23.38%
2 Consumer Discretionary 11.27%
3 Industrials 10.33%
4 Financials 8.59%
5 Communication Services 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$621K 0.08%
1,997
-11
152
$597K 0.07%
1,176
-51
153
$596K 0.07%
11,854
-330
154
$586K 0.07%
11,275
-873
155
$573K 0.07%
9,804
-367
156
$571K 0.07%
2,967
-27
157
$545K 0.07%
13,341
+2,699
158
$543K 0.07%
14,072
-1,148
159
$518K 0.06%
14,261
-919
160
$459K 0.06%
11,158
-241
161
$444K 0.05%
17,820
-128
162
$433K 0.05%
+15,000
163
$417K 0.05%
2,799
+1,128
164
$413K 0.05%
+4,140
165
$386K 0.05%
11,455
+73
166
$373K 0.05%
8,885
-248,950
167
$359K 0.04%
+6,732
168
$337K 0.04%
4,798
+170
169
$335K 0.04%
+2,533
170
$332K 0.04%
5,494
-356
171
$331K 0.04%
1,734
+192
172
$323K 0.04%
1,842
-204
173
$305K 0.04%
5,832
-1,110
174
$305K 0.04%
1,704
-44
175
$283K 0.03%
2,480
-428
5 6
7
8 9