LSA

Lansing Street Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.11M
3
+$1.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.48M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.23M

Sector Composition

1 Consumer Discretionary 15.41%
2 Healthcare 5.3%
3 Financials 3.63%
4 Technology 1.87%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.53K 0.01%
42
227
$8.46K 0.01%
300
228
$8.37K 0.01%
177
+2
229
$8.09K 0.01%
259
+5
230
$7.86K 0.01%
199
231
$7.74K 0.01%
23
232
$7.45K 0.01%
32
233
$7.43K 0.01%
+180
234
$7.41K 0.01%
24
+22
235
$7.08K ﹤0.01%
285
+1
236
$6.79K ﹤0.01%
+400
237
$6.76K ﹤0.01%
142
+2
238
$6.66K ﹤0.01%
93
+2
239
$6.39K ﹤0.01%
347
+342
240
$6.07K ﹤0.01%
+94
241
$6K ﹤0.01%
69
-245
242
$5.92K ﹤0.01%
97
+2
243
$5.92K ﹤0.01%
+33
244
$5.91K ﹤0.01%
220
+2
245
$5.64K ﹤0.01%
306
+2
246
$5.6K ﹤0.01%
190
+2
247
$5.55K ﹤0.01%
+57
248
$5.41K ﹤0.01%
85
+34
249
$5.39K ﹤0.01%
44
250
$5.3K ﹤0.01%
+57
8 9
10
11 12