LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.7M
3
+$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1
+$9.18M
2
+$9.15M
3
+$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.03%
+1,431
177
$202K 0.03%
+3,948
178
$202K 0.03%
+4,929
179
$146K 0.02%
2,699
180
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-91,146
181
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-176,699
182
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-2,028
183
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-17,833
184
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-24,575
185
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-13,585
186
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-4,105
187
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-1,779
188
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189
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-21,290
190
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-15,090
191
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-1,746
192
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193
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-8,822
194
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-28,840
195
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-2,450
196
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-68,928
197
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-41,770
198
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199
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-41,522
200
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-5,584
5 6 7
8
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