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
$594M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1 +$9.18M
2 +$9.15M
3 +$6.77M
4
CVX icon
Chevron
CVX
+$6.29M
5
XOM icon
Exxon Mobil
XOM
+$6.18M

Top Sells

1 +$7.34M
2 +$6.6M
3 +$6.35M
4
CSCO icon
Cisco
CSCO
+$6.21M
5
DIS icon
Walt Disney
DIS
+$5.93M

Sector Composition

1 Technology 13.11%
2 Energy 9.98%
3 Healthcare 8.22%
4 Financials 6.68%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,074
202
-7,400
203
-14,883
204
-22,094
205
-4,300
206
-5,937
207
$0 ﹤0.01%
10,000
208
-5,903