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
$772M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$18.7M
3 +$9.3M
4
PFE icon
Pfizer
PFE
+$6.81M
5
MRK icon
Merck
MRK
+$6.67M

Top Sells

1 +$9.18M
2 +$9.15M
3 +$6.64M
4
HD icon
Home Depot
HD
+$6.21M
5
SLB icon
SLB Ltd
SLB
+$6.11M

Sector Composition

1 Technology 15.01%
2 Healthcare 11.47%
3 Financials 8.46%
4 Industrials 7.26%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,767
202
-177,647
203
-176,699
204
-2,028
205
-1,171
206
-24,007
207
-2,350
208
-5,649
209
-55,075
210
$0 ﹤0.01%
10,000