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
$1.01B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$20.2M
3
+$19.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.5M
5
DLR icon
Digital Realty Trust
DLR
+$7.65M

Top Sells

1
+$23.1M
2
+$12.5M
3
+$10.1M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$8.93M
5
EXE
Expand Energy Corp
EXE
+$7.5M

Sector Composition

1 Technology 17.7%
2 Industrials 13.36%
3 Financials 10.29%
4 Communication Services 5.33%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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