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
$953M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$73.2M
2 +$8.09M
3 +$7.58M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.02M

Sector Composition

1 Technology 9.53%
2 Utilities 6.05%
3 Industrials 2.56%
4 Financials 1.76%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$300K 0.03%
2,222
-785
152
$299K 0.03%
+3,383
153
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154
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3,274
174
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175
$251K 0.03%
4,384
+123