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LSAG

Lake Street Advisors Group Portfolio holdings

AUM $2.17B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$7.18M
3
+$4.52M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.31M

Top Sells

1
+$5.11M
2
+$2.53M
3
+$1.89M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.66M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.61M

Sector Composition

1 Healthcare 9.63%
2 Utilities 3.9%
3 Industrials 3.34%
4 Financials 3.26%
5 Technology 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-10,957
352
– –
-3,679
353
– –
-3,870
354
– –
-5,925
355
– –
-14,584
356
– –
-22,371
357
– –
-7,784
358
– –
-4,749
359
– –
-2,756
360
– –
-2,522
361
– –
-6,886
362
– –
-6,199
363
– –
-5,222
364
– –
-6,870
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