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
$881M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$7.22M
3
+$6.51M
4
WFC icon
Wells Fargo
WFC
+$6.28M
5
GS icon
Goldman Sachs
GS
+$5.86M

Top Sells

1
+$6.9M
2
+$6.84M
3
+$6.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.19M
5
WMT icon
Walmart
WMT
+$6.02M

Sector Composition

1 Technology 16.79%
2 Industrials 14.85%
3 Consumer Discretionary 11.44%
4 Materials 8.11%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 2.93%
211,137
-7,169
2
$21.3M 2.42%
138,000
-4,420
3
$16.4M 1.87%
159,340
-1,320
4
$15.6M 1.77%
66,061
-5,409
5
$15.5M 1.76%
52,564
+1,262
6
$11.6M 1.32%
31,091
-6,477
7
$11.5M 1.31%
30,026
-3,952
8
$11.5M 1.3%
28,922
-890
9
$9.53M 1.08%
29,146
+17,920
10
$9.49M 1.08%
36,615
+5,748
11
$9.39M 1.07%
28,441
-819
12
$8.72M 0.99%
79,147
+23,381
13
$8.28M 0.94%
18,137
+3,258
14
$8.21M 0.93%
37,833
+4,634
15
$8.21M 0.93%
44,486
+1,795
16
$7.82M 0.89%
122,825
-17,973
17
$7.76M 0.88%
200,648
+186,710
18
$7.63M 0.87%
+64,265
19
$7.03M 0.8%
52,316
+19,587
20
$6.96M 0.79%
346,333
-43,310
21
$6.83M 0.78%
210,123
+20,287
22
$6.75M 0.77%
74,853
-1,547
23
$6.72M 0.76%
48,566
-2,502
24
$6.71M 0.76%
26,342
+13,526
25
$6.68M 0.76%
39,327
+12,763
1
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