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
$671M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.68M
3
+$5.59M
4
PYPL icon
PayPal
PYPL
+$5.24M
5
CLX icon
Clorox
CLX
+$5.17M

Top Sells

1
+$72.3M
2
+$5.98M
3
+$4.19M
4
SBUX icon
Starbucks
SBUX
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 23.96%
2 Healthcare 11.78%
3 Consumer Discretionary 11.2%
4 Consumer Staples 8.67%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 3.85%
187,380
+31,380
2
$23.6M 3.51%
258,372
-35,936
3
$19.6M 2.92%
96,368
-338
4
$14.5M 2.16%
63,814
+11,546
5
$12.6M 1.88%
177,440
+34,060
6
$10.7M 1.59%
36,082
+4,966
7
$10M 1.49%
160,300
-13,407
8
$9.67M 1.44%
1,018,560
+761,920
9
$9.13M 1.36%
29,593
-234,406
10
$8.99M 1.34%
150,317
+32,379
11
$8.86M 1.32%
35,378
+22,320
12
$8.13M 1.21%
110,115
-33,883
13
$8.08M 1.21%
256,080
+129,150
14
$7.29M 1.09%
28,289
+935
15
$7.14M 1.06%
36,964
+23,917
16
$7.14M 1.06%
220,690
+150,030
17
$6.74M 1.01%
47,924
-5,289
18
$6.7M 1%
38,429
+30,069
19
$6.68M 1%
+62,849
20
$6.43M 0.96%
26,626
+17,783
21
$6.39M 0.95%
14,687
+7,350
22
$6.32M 0.94%
52,877
-3,717
23
$6.3M 0.94%
15,566
+6,998
24
$6.23M 0.93%
33,265
+19,783
25
$6.02M 0.9%
23,272
-6,147
1
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