LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
1-Year Return
38.96%
This Quarter Return
-9.79%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$530M
AUM Growth
-$252M
(-32%)
Cap. Flow
-$233M
Cap. Flow
% of AUM
-44%
Top 10 Holdings %
Top 10 Hldgs %
35.74%
Holding
346
New
29
Increased
56
Reduced
93
Closed
67
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21M |
| 2 |
Verizon
VZ
|
$5.11M |
| 3 |
Johnson & Johnson
JNJ
|
$4.95M |
| 4 |
Kimberly-Clark
KMB
|
$3.7M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.06M |
Top Sells
| 1 |
Citigroup
C
|
$11.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$11.1M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$8.84M |
| 4 |
FMC
FMC
|
$6.02M |
| 5 |
JPMorgan Chase
JPM
|
$5.85M |
Sector Composition
| 1 | Technology | 16.12% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 6.06% |
| 4 | Communication Services | 5.97% |
| 5 | Consumer Staples | 5.84% |
