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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.21M 0.14%
2,052
+110
177
$1.16M 0.13%
31,350
-2,925
178
$1.13M 0.13%
23,097
+327
179
$1.13M 0.13%
20,291
180
$1.12M 0.13%
4,585
+5
181
$1.05M 0.12%
+7,049
182
$1.01M 0.12%
+1,643
183
$983K 0.11%
12,995
-31,082
184
$966K 0.11%
2,741
-9,530
185
$960K 0.11%
+27,255
186
$929K 0.11%
+1,505
187
$924K 0.1%
16,700
188
$821K 0.09%
9,257
+5,421
189
$794K 0.09%
+5,000
190
$769K 0.09%
+15,970
191
$755K 0.09%
1,002
-3,215
192
$746K 0.08%
4,107
-8,256
193
$728K 0.08%
13,554
-108,888
194
$719K 0.08%
2,500
+1,000
195
$707K 0.08%
9,325
-533
196
$675K 0.08%
5,158
-23,169
197
$639K 0.07%
+3,669
198
$619K 0.07%
2,731
-2,072
199
$589K 0.07%
+3,000
200
$574K 0.07%
10,890
-550
6 7
8
9 10