LSA
L & S Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+0.65%
1 Year Return
+38.96%
3 Year Return
+172.54%
5 Year Return
+399.91%
10 Year Return
+1,523.83%
AUM
$811M
AUM Growth
+$811M
(-11%)
Cap. Flow
-$70.1M
Cap. Flow
% of AUM
-8.65%
Top 10 Holdings %
Top 10 Hldgs %
21.93%
Holding
407
New
31
Increased
75
Reduced
87
Closed
34
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$22M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$12.2M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$8.87M |
| 4 |
AbbVie
ABBV
|
$7.34M |
| 5 |
Gilead Sciences
GILD
|
$7.31M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$25.7M |
| 2 |
Wells Fargo
WFC
|
$9.65M |
| 3 |
Cummins
CMI
|
$9.12M |
| 4 |
Ralph Lauren
RL
|
$8.6M |
| 5 |
Bank of America
BAC
|
$8.34M |
Sector Composition
| 1 | Technology | 16.3% |
| 2 | Healthcare | 9.77% |
| 3 | Industrials | 8.37% |
| 4 | Financials | 7.16% |
| 5 | Energy | 5.7% |
