LM

Lansing Management Portfolio holdings

AUM $138M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$2.57M
3
+$1.97M
4
KMX icon
CarMax
KMX
+$1.35M
5
CVNA icon
Carvana
CVNA
+$752K

Top Sells

1
+$10.1M
2
+$846K

Sector Composition

1 Consumer Discretionary 59.07%
2 Industrials 14.98%
3 Financials 14.13%
4 Technology 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 26.34%
148,897
+2,495
2
$26.8M 15.7%
127,955
+12,310
3
$24.1M 14.13%
214,375
-7,535
4
$21.5M 12.62%
168,038
+10,525
5
$20.2M 11.82%
45,170
+845
6
$14.1M 8.3%
298,973
-214,070
7
$11.4M 6.69%
+145,243
8
$7.51M 4.41%
2,672,938
+702,225