LSA

L & S Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 46.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$6.5M
4
PH icon
Parker-Hannifin
PH
+$6.07M
5
TKR icon
Timken Company
TKR
+$5.94M

Top Sells

1
+$7.16M
2
+$6.86M
3
+$6.56M
4
QCOM icon
Qualcomm
QCOM
+$6.55M
5
META icon
Meta Platforms (Facebook)
META
+$6.45M

Sector Composition

1 Technology 14.92%
2 Industrials 12.2%
3 Healthcare 8.85%
4 Communication Services 8.26%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
10,000
5 6 7
8
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