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
$912M
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$9.65M
3
+$8.76M
4
SOFI icon
SoFi Technologies
SOFI
+$8.04M
5
ROK icon
Rockwell Automation
ROK
+$7.07M

Top Sells

1
+$9.82M
2
+$9.03M
3
+$8.89M
4
LMT icon
Lockheed Martin
LMT
+$8.64M
5
CB icon
Chubb
CB
+$8.62M

Sector Composition

1 Technology 19.4%
2 Financials 12.29%
3 Industrials 11.35%
4 Healthcare 5.44%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.04%
1,813
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180
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182
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197
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198
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200
$212K 0.02%
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