LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+7.8%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$912M
AUM Growth
+$912M
(-4.6%)
Cap. Flow
-$57.7M
Cap. Flow
% of AUM
-6.32%
Top 10 Holdings %
Top 10 Hldgs %
23.33%
Holding
407
New
27
Increased
58
Reduced
108
Closed
44
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27M |
| 2 |
Wells Fargo
WFC
|
$9.65M |
| 3 |
Bank of America
BAC
|
$8.76M |
| 4 |
SoFi Technologies
SOFI
|
$8.04M |
| 5 |
Rockwell Automation
ROK
|
$7.07M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$9.82M |
| 2 |
Advanced Micro Devices
AMD
|
$9.03M |
| 3 |
Equity Lifestyle Properties
ELS
|
$8.89M |
| 4 |
Lockheed Martin
LMT
|
$8.64M |
| 5 |
Chubb
CB
|
$8.62M |
Sector Composition
| 1 | Technology | 19.4% |
| 2 | Financials | 12.29% |
| 3 | Industrials | 11.35% |
| 4 | Healthcare | 5.44% |
| 5 | Communication Services | 5.09% |
