LSA

L & S Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 45.52%
This Quarter Est. Return
1 Year Est. Return
+45.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 3.89%
203,295
-14,540
2
$25.6M 2.76%
76,163
-159
3
$20.2M 2.18%
139,780
-2,560
4
$19.7M 2.12%
30,557
-4,088
5
$17.1M 1.84%
102,540
-4,140
6
$16.7M 1.8%
49,748
+9,036
7
$15.1M 1.62%
31,707
+755
8
$12.9M 1.39%
76,785
-7,099
9
$12.6M 1.36%
34,652
+3,975
10
$12.4M 1.34%
141,333
+20,792
11
$12.3M 1.33%
418,420
+2,830
12
$11M 1.19%
81,429
+58,934
13
$10.7M 1.15%
18,790
+867
14
$10.5M 1.13%
188,936
-5,482
15
$10.5M 1.13%
74,269
+54,496
16
$10.2M 1.1%
40,559
+11,571
17
$10.2M 1.1%
20,369
+9,305
18
$10.2M 1.1%
153,350
+87,390
19
$10.1M 1.09%
15,162
+1,241
20
$10M 1.08%
139,360
+22,020
21
$9.81M 1.06%
95,054
+68,714
22
$9.04M 0.97%
150,070
+22,280
23
$8.86M 0.96%
+426,545
24
$8.6M 0.93%
105,718
+4,195
25
$8.45M 0.91%
143,101
+130,286
1
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