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
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$7.98M
3 +$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1 +$8.01M
2 +$7.09M
3 +$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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+1,135
177
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+3,000
178
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182
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183
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184
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186
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187
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200
$240K 0.03%
+1,718