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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-40,269
202
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-4,073
203
– –
-5,025
204
– –
-88,077
205
– –
-70,533
206
– –
-4,000
207
– –
-90,812
208
– –
-6,675
209
$0 ﹤0.01%
10,000
210
– –
-65,977
5 6 7 8
9