LSA

L & S Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 46.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.04%
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 +$6.16M
2 +$5.11M
3 +$5.05M
4
CL icon
Colgate-Palmolive
CL
+$4.97M
5
CLX icon
Clorox
CLX
+$4.71M

Top Sells

1 +$68.6M
2 +$5.8M
3 +$4.28M
4
SBUX icon
Starbucks
SBUX
+$3.95M
5
BABA icon
Alibaba
BABA
+$2.81M

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
-1,818
204
-14,331
205
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206
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207
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208
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209
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211
-28,157
212
-8,778
213
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-10,000
215
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216
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217
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218
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220
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221
-6,521
222
-21,084
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-3,701
224
-10,110
225
$0 ﹤0.01%
10,000