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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$510K 0.08%
6,927
-52,499
177
$490K 0.07%
3,626
-35
178
$466K 0.07%
856
+10
179
$466K 0.07%
2,307
-6,326
180
$431K 0.06%
4,869
181
$428K 0.06%
13,860
-404
182
$400K 0.06%
4,487
-5,334
183
$396K 0.06%
4,162
-70
184
$374K 0.06%
9,426
-661
185
$357K 0.05%
+2,799
186
$338K 0.05%
1,435
-25,408
187
$334K 0.05%
+5,701
188
$299K 0.04%
1,677
189
$296K 0.04%
4,495
190
$283K 0.04%
1,618
191
$271K 0.04%
2,780
-321
192
$250K 0.04%
1,492
193
$243K 0.04%
17,500
+13,500
194
$225K 0.03%
+1,000
195
$215K 0.03%
+4,572
196
$209K 0.03%
+2,092
197
$202K 0.03%
+5,110
198
$152K 0.02%
60,000
+10,000
199
$138K 0.02%
+25,000
200
$135K 0.02%
+15,000
5 6 7
8
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