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
$137M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.24M
3
+$1.23M
4
TRU icon
TransUnion
TRU
+$1.23M
5
DS
Drive Shack Inc.
DS
+$797K

Top Sells

1
+$2.08M

Sector Composition

1 Consumer Discretionary 53.16%
2 Financials 17.04%
3 Technology 16.44%
4 Industrials 13.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 21.23%
133,640
+5,685
2
$23.4M 17.04%
226,284
+11,909
3
$22.6M 16.44%
47,778
+2,608
4
$20.1M 14.61%
168,088
+19,191
5
$18M 13.12%
186,618
+7,980
6
$13.5M 9.8%
311,150
+12,177
7
$5.77M 4.2%
3,748,000
+517,462
8
$4.89M 3.56%
68,529
-29,108