LSAG
Lake Street Advisors Group Portfolio holdings
AUM
$2.17B
1-Year Return
16.98%
This Quarter Return
+3.44%
1 Year Return
+16.98%
3 Year Return
+15.96%
5 Year Return
+55.68%
10 Year Return
–
AUM
$902M
AUM Growth
-$97.9M
(-9.8%)
Cap. Flow
-$130M
Cap. Flow
% of AUM
-14.43%
Top 10 Holdings %
Top 10 Hldgs %
65.23%
Holding
337
New
4
Increased
11
Reduced
182
Closed
122
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.45M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$5.94M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.78M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.53M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.41M |
Sector Composition
| 1 | Healthcare | 9.31% |
| 2 | Utilities | 5.41% |
| 3 | Industrials | 2.62% |
| 4 | Technology | 1.9% |
| 5 | Financials | 1.73% |
