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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$567K 0.06%
4,885
202
$561K 0.06%
2,182
-75
203
$545K 0.06%
2,500
-100
204
$514K 0.06%
4,704
+100
205
$512K 0.06%
11,410
-679
206
$489K 0.06%
2,908
-974
207
$477K 0.05%
5,055
-400
208
$469K 0.05%
3,531
-1,304
209
$460K 0.05%
+5,891
210
$450K 0.05%
946
+8
211
$440K 0.05%
3,108
-10
212
$434K 0.05%
3,500
+2,000
213
$420K 0.05%
1,645
214
$407K 0.05%
+2,884
215
$387K 0.04%
6,134
-27,598
216
$380K 0.04%
8,151
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217
$379K 0.04%
1,523
218
$376K 0.04%
+2,000
219
$371K 0.04%
+2,000
220
$362K 0.04%
2,000
-500
221
$344K 0.04%
3,000
+1,000
222
$339K 0.04%
2,394
223
$337K 0.04%
+1,550
224
$336K 0.04%
1,517
225
$327K 0.04%
2,044
+725
7 8
9
10 11