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
251
$1.47K ﹤0.01%
62
252
$1.43K ﹤0.01%
53
253
$1.32K ﹤0.01%
12
254
$1.29K ﹤0.01%
285
255
$1.13K ﹤0.01%
100
256
$1.08K ﹤0.01%
45
-3
257
$1.02K ﹤0.01%
+19
258
$871 ﹤0.01%
9
259
$709 ﹤0.01%
43
-20
260
$662 ﹤0.01%
15
261
$590 ﹤0.01%
20
262
$571 ﹤0.01%
2
263
$541 ﹤0.01%
+10
264
$437 ﹤0.01%
+3
265
$400 ﹤0.01%
15
266
$370 ﹤0.01%
9
267
$340 ﹤0.01%
4
268
$311 ﹤0.01%
+58
269
$180 ﹤0.01%
4
270
$129 ﹤0.01%
6
271
$80 ﹤0.01%
3
272
$78 ﹤0.01%
1
273
$73 ﹤0.01%
7
274
$67 ﹤0.01%
3
275
$63 ﹤0.01%
3
9 10
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12 13