LA

Lakeside Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M
2 +$11.1M
3 +$8.82M
4
PG icon
Procter & Gamble
PG
+$7.12M
5
USB icon
US Bancorp
USB
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.56%
2 Consumer Staples 15.03%
3 Industrials 13.23%
4 Financials 13%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.16%
+1,340
52
$208K 0.15%
+3,720
53
$203K 0.15%
+4,036
54
$120K 0.09%
+5,250
55
$88K 0.06%
+17,638