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
$533M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.7M
3
+$4.15M
4
LLY icon
Eli Lilly
LLY
+$3.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Top Sells

1
+$18.7M
2
+$15.7M
3
+$7.83M
4
GS icon
Goldman Sachs
GS
+$7.66M
5
BAC icon
Bank of America
BAC
+$7.47M

Sector Composition

1 Healthcare 12.71%
2 Technology 9.61%
3 Consumer Discretionary 6.91%
4 Communication Services 4.48%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 2.25%
164,359
+2,008
2
$12M 2.25%
117,823
-20,080
3
$9.9M 1.86%
131,800
-23,960
4
$9.79M 1.84%
201,558
+1,244
5
$7.98M 1.5%
72,763
+37,893
6
$7.67M 1.44%
194,392
-112,152
7
$7.59M 1.42%
58,818
-4,058
8
$7.37M 1.38%
41,519
+33,466
9
$7.27M 1.36%
29,093
-62,728
10
$7.13M 1.34%
28,641
-10,008
11
$7.08M 1.33%
54,017
+168
12
$6.71M 1.26%
162,096
-674
13
$6.28M 1.18%
26,923
-1,713
14
$6.08M 1.14%
30,860
-420
15
$5.54M 1.04%
106,080
-83,240
16
$5.37M 1.01%
27,577
-3,946
17
$5.02M 0.94%
31,716
+2,356
18
$4.7M 0.88%
+281,850
19
$4.22M 0.79%
97,288
+1,289
20
$3.81M 0.72%
+32,941
21
$3.8M 0.71%
23,826
+582
22
$3.63M 0.68%
21,622
+7,063
23
$3.49M 0.66%
26,461
-13,124
24
$3.37M 0.63%
132,630
-260,590
25
$3.2M 0.6%
46,904
-42,723
1
2 3 4 5