LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
1-Year Return
38.96%
This Quarter Return
+17.93%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$1.01B
AUM Growth
+$200M
(+25%)
Cap. Flow
-$8.22M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
23.76%
Holding
409
New
28
Increased
98
Reduced
63
Closed
33
Top Buys
| 1 |
iShares Semiconductor ETF
SOXX
|
+$23.7M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$22.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$22.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$16.8M |
| 5 |
Rockwell Automation
ROK
|
+$8.22M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$23.3M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$12.5M |
| 3 |
Northrop Grumman
NOC
|
+$10.1M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$9.08M |
| 5 |
Cisco
CSCO
|
+$7.81M |
Sector Composition
| 1 | Technology | 17.7% |
| 2 | Industrials | 13.36% |
| 3 | Financials | 10.29% |
| 4 | Communication Services | 5.33% |
| 5 | Healthcare | 3.98% |
