LSA

Lansing Street Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$804K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.83M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$846K

Top Sells

1
+$3.34M
2
+$2.23M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
GLD icon
SPDR Gold Trust
GLD
+$493K

Sector Composition

1 Consumer Discretionary 16.56%
2 Healthcare 4.83%
3 Financials 3.57%
4 Technology 1.6%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
35
-104
227
$3K ﹤0.01%
119
228
$3K ﹤0.01%
24
229
$3K ﹤0.01%
41
230
$3K ﹤0.01%
357
231
$3K ﹤0.01%
101
+1
232
$3K ﹤0.01%
51
233
$3K ﹤0.01%
32
234
$3K ﹤0.01%
23
-4
235
$2K ﹤0.01%
52
236
$2K ﹤0.01%
51
237
$2K ﹤0.01%
51
238
$2K ﹤0.01%
140
-116
239
$2K ﹤0.01%
144
240
$2K ﹤0.01%
123
+1
241
$2K ﹤0.01%
1,404
242
$2K ﹤0.01%
25
243
$2K ﹤0.01%
80
244
$2K ﹤0.01%
278
+4
245
$2K ﹤0.01%
9
246
$1K ﹤0.01%
62
247
$1K ﹤0.01%
15
248
$1K ﹤0.01%
20
249
$1K ﹤0.01%
23
250
$1K ﹤0.01%
2
8 9
10
11 12