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
$744M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$9.81M
3 +$7.48M
4
NKE icon
Nike
NKE
+$7.3M
5
IBM icon
IBM
IBM
+$7.25M

Top Sells

1 +$6.71M
2 +$5.63M
3 +$4.7M
4
AMGN icon
Amgen
AMGN
+$3.88M
5
UNH icon
UnitedHealth
UNH
+$3.24M

Sector Composition

1 Technology 14.51%
2 Healthcare 9.91%
3 Real Estate 7.09%
4 Consumer Discretionary 6.87%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-281,850
202
-4,124
203
-1,520
204
$0 ﹤0.01%
10,000