LSAG
Lake Street Advisors Group Portfolio holdings
AUM
$2.17B
1-Year Est. Return
16.98%
1 Year Est. Return
+16.98%
AUM
$2.17B
AUM Growth
+$86.6M
(+4.2%)
Holding
668
Top Buys
| 1 | +$36.6M | |
| 2 | +$5M | |
| 3 | +$2.23M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.07M |
| 5 |
Global X Uranium ETF
URA
|
+$1.88M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$6.13M | |
| 3 | +$5.05M | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$4.86M |
| 5 |
Eaton
ETN
|
+$4.24M |
Sector Composition
| 1 | Technology | 10.31% |
| 2 | Utilities | 5.39% |
| 3 | Financials | 4.27% |
| 4 | Healthcare | 3.32% |
| 5 | Consumer Discretionary | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Financial Select Sector SPDR Fund
XLF
$54.3B
| – | – |
-8,469
|
|
||
|
CERE
602
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| – | – |
-83,857
|
|
||
|
FNCH
603
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
| – | – |
-21,206
|
|