LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+8.41%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$441M
AUM Growth
+$441M
(+22%)
Cap. Flow
+$73.3M
Cap. Flow
% of AUM
16.64%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
193
New
68
Increased
36
Reduced
47
Closed
28
Top Buys
1 |
Goldman Sachs
GS
|
$7.74M |
2 |
US Bancorp
USB
|
$7.24M |
3 |
Financial Select Sector SPDR Fund
XLF
|
$7.2M |
4 |
Equity Lifestyle Properties
ELS
|
$7.2M |
5 |
Citigroup
C
|
$7.19M |
Top Sells
1 |
Chevron
CVX
|
$7.42M |
2 |
Union Pacific
UNP
|
$7.19M |
3 |
TotalEnergies
TTE
|
$6.7M |
4 |
Intel
INTC
|
$6.68M |
5 |
PepsiCo
PEP
|
$6.47M |
Sector Composition
1 | Technology | 18.34% |
2 | Industrials | 14.8% |
3 | Energy | 13.32% |
4 | Financials | 12.02% |
5 | Communication Services | 9.11% |