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
$757M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.5M
3
+$6.16M
4
DIS icon
Walt Disney
DIS
+$6.13M
5
APD icon
Air Products & Chemicals
APD
+$5.93M

Top Sells

1
+$9.81M
2
+$7.34M
3
+$7.25M
4
CPT icon
Camden Property Trust
CPT
+$6.19M
5
LLY icon
Eli Lilly
LLY
+$5.98M

Sector Composition

1 Technology 11.32%
2 Healthcare 9.11%
3 Financials 7.97%
4 Consumer Discretionary 7.32%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-64,856
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205
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-23,054
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207
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-26,768
208
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-31,897
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-6,975
210
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-148,396
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-5,856
218
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$0 ﹤0.01%
10,000
5 6 7 8
9