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
$877M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$14M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.42M

Top Sells

1
+$8.94M
2
+$8.71M
3
+$8.62M
4
C icon
Citigroup
C
+$8.56M
5
CRWD icon
CrowdStrike
CRWD
+$8.13M

Sector Composition

1 Technology 23.71%
2 Industrials 7.89%
3 Healthcare 7.56%
4 Financials 6.43%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$423K 0.05%
10,628
-219,020
177
$418K 0.05%
13,799
178
$410K 0.05%
1,642
-3,085
179
$372K 0.04%
12,004
180
$353K 0.04%
1,788
-53
181
$352K 0.04%
4,505
-306
182
$351K 0.04%
632
-43
183
$342K 0.04%
5,494
184
$333K 0.04%
1,547
185
$328K 0.04%
+1,200
186
$327K 0.04%
6,041
+67
187
$326K 0.04%
+9,144
188
$309K 0.04%
3,338
-12
189
$304K 0.03%
+4,600
190
$286K 0.03%
2,882
-79,034
191
$282K 0.03%
+1,143
192
$272K 0.03%
1,492
-5
193
$271K 0.03%
9,340
+1,840
194
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2,949
-5
195
$257K 0.03%
1,288
196
$252K 0.03%
960
197
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5,000
198
$249K 0.03%
3,006
+6
199
$247K 0.03%
1,579
-19,369
200
$224K 0.03%
+13,814
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