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
$885M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.94M
3
+$8.73M
4
FANG icon
Diamondback Energy
FANG
+$8.7M
5
COP icon
ConocoPhillips
COP
+$8.62M

Top Sells

1
+$13.9M
2
+$13.3M
3
+$10.7M
4
JPM icon
JPMorgan Chase
JPM
+$9.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9M

Sector Composition

1 Technology 19.79%
2 Industrials 10.57%
3 Healthcare 9.31%
4 Financials 7.93%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$591K 0.07%
14,209
+137
177
$569K 0.06%
13,838
+497
178
$539K 0.06%
+6,576
179
$530K 0.06%
12,004
+150
180
$472K 0.05%
12,894
-1,367
181
$455K 0.05%
10,892
-266
182
$446K 0.05%
17,820
183
$424K 0.05%
+13,799
184
$385K 0.04%
+4,076
185
$367K 0.04%
4,811
+13
186
$357K 0.04%
+5,026
187
$351K 0.04%
1,841
-1
188
$350K 0.04%
5,494
189
$341K 0.04%
675
-11,897
190
$319K 0.04%
5,974
+142
191
$318K 0.04%
1,547
-187
192
$309K 0.03%
2,451
-29
193
$305K 0.03%
3,729
-86
194
$295K 0.03%
+10,000
195
$283K 0.03%
3,350
-5
196
$280K 0.03%
1,497
+15
197
$275K 0.03%
+4,696
198
$271K 0.03%
4,801
+13
199
$268K 0.03%
+2,954
200
$263K 0.03%
+10,000
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