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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$5.15M
3 +$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1 +$5.42M
2 +$4.25M
3 +$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$5.37K ﹤0.01%
400
227
$5.24K ﹤0.01%
33
228
$5.08K ﹤0.01%
32
229
$5.07K ﹤0.01%
24
230
$4.84K ﹤0.01%
109
231
$4.84K ﹤0.01%
17
232
$4.79K ﹤0.01%
35
233
$4.49K ﹤0.01%
18
234
$4.43K ﹤0.01%
52
235
$4.05K ﹤0.01%
62
236
$4.02K ﹤0.01%
126
237
$4K ﹤0.01%
+124
238
$3.96K ﹤0.01%
114
+2
239
$3.8K ﹤0.01%
80
240
$3.43K ﹤0.01%
+48
241
$3.35K ﹤0.01%
105
+1
242
$3.16K ﹤0.01%
52
243
$2.81K ﹤0.01%
224
244
$2.8K ﹤0.01%
51
245
$2.69K ﹤0.01%
81
-5
246
$2.22K ﹤0.01%
43
+1
247
$2.05K ﹤0.01%
202
+2
248
$1.98K ﹤0.01%
129
249
$1.93K ﹤0.01%
130
+2
250
$1.78K ﹤0.01%
152
+3