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
$782M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$12.4M
3
+$12.2M
4
C icon
Citigroup
C
+$9.45M
5
JPM icon
JPMorgan Chase
JPM
+$9.3M

Top Sells

1
+$6.76M
2
+$6.53M
3
+$6.16M
4
SRE icon
Sempra
SRE
+$6.1M
5
VZ icon
Verizon
VZ
+$6M

Sector Composition

1 Technology 15.18%
2 Healthcare 9.58%
3 Financials 7.26%
4 Consumer Discretionary 6.45%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
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