LSA

Lansing Street Advisors Portfolio holdings

AUM $389M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$2.45M
2
+$2.03M
3
+$1.89M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.24M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$940K

Top Sells

1
+$3.34M
2
+$2.38M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$558K
5
GLD icon
SPDR Gold Trust
GLD
+$513K

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%
24
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$3K ﹤0.01%
41
228
$3K ﹤0.01%
357
229
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101
+1
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51
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35
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32
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$2K ﹤0.01%
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236
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51
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51
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140
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144
241
$2K ﹤0.01%
185
+2
242
$2K ﹤0.01%
1,404
243
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25
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278
+4
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$2K ﹤0.01%
90
246
$1K ﹤0.01%
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$1K ﹤0.01%
15
248
$1K ﹤0.01%
20
249
$1K ﹤0.01%
23
250
$1K ﹤0.01%
2
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