LSAG

Lake Street Advisors Group Portfolio holdings

AUM $2.17B
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$7.25M
3 +$5.4M
4
MSFT icon
Microsoft
MSFT
+$3.97M
5
BEP icon
Brookfield Renewable
BEP
+$2.97M

Sector Composition

1 Utilities 8.25%
2 Technology 6.31%
3 Financials 4.02%
4 Healthcare 2.07%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-25,192
227
-5,498
228
-28,274
229
-19,411