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
$524M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$14.8M
3 +$6.73M
4
PH icon
Parker-Hannifin
PH
+$6.41M
5
TKR icon
Timken Company
TKR
+$6.09M

Top Sells

1 +$7.1M
2 +$6.86M
3 +$6.85M
4
MS icon
Morgan Stanley
MS
+$6.56M
5
QCOM icon
Qualcomm
QCOM
+$6.55M

Sector Composition

1 Technology 14.92%
2 Industrials 12.2%
3 Healthcare 8.85%
4 Communication Services 8.26%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
10,000