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
$569M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.47M
3
+$6.41M
4
CCL icon
Carnival Corp
CCL
+$6.1M
5
BDX icon
Becton Dickinson
BDX
+$6.02M

Top Sells

1
+$15.4M
2
+$15.1M
3
+$10M
4
HWM icon
Howmet Aerospace
HWM
+$7.41M
5
LLY icon
Eli Lilly
LLY
+$6.08M

Sector Composition

1 Technology 17.5%
2 Industrials 14.76%
3 Consumer Discretionary 9.46%
4 Healthcare 9.02%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-45,384
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210
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-31,477
215
$0 ﹤0.01%
10,000
5 6 7 8
9