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
$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
Health Care Select Sector SPDR Fund
XLV
+$1.48M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
Utilities Select Sector SPDR Fund
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
251
$5.25K ﹤0.01%
156
+154
252
$5.17K ﹤0.01%
21
253
$4.97K ﹤0.01%
15
+13
254
$4.93K ﹤0.01%
108
+85
255
$4.71K ﹤0.01%
17
256
$4.68K ﹤0.01%
50
257
$4.63K ﹤0.01%
7
258
$4.52K ﹤0.01%
32
259
$4.4K ﹤0.01%
+98
260
$4.35K ﹤0.01%
357
261
$4.26K ﹤0.01%
120
+1
262
$4.2K ﹤0.01%
18
263
$4.13K ﹤0.01%
14
+5
264
$3.74K ﹤0.01%
+112
265
$3.68K ﹤0.01%
52
266
$3.61K ﹤0.01%
35
267
$3.56K ﹤0.01%
125
268
$3.55K ﹤0.01%
103
+2
269
$3.52K ﹤0.01%
62
+1
270
$3.42K ﹤0.01%
+307
271
$3.18K ﹤0.01%
24
272
$3.09K ﹤0.01%
209
-333
273
$2.87K ﹤0.01%
+76
274
$2.66K ﹤0.01%
+19
275
$2.65K ﹤0.01%
+12
9 10
11
12 13