LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.01%
2,560
-4
202
$42K 0.01%
+50,000
203
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-19,152
204
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-1,818
205
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-6,250
206
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-10,254
207
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-49,558
208
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-6,521
209
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-21,084
210
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211
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212
$0 ﹤0.01%
10,000
213
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-14,331
214
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-29,941
215
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-7,656
216
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-8,778
221
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222
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-10,000
223
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224
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225
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5 6 7 8
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