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
276
$2.63K ﹤0.01%
+2
277
$2.63K ﹤0.01%
80
278
$2.56K ﹤0.01%
42
+1
279
$2.13K ﹤0.01%
87
-153
280
$2.05K ﹤0.01%
+4
281
$2.02K ﹤0.01%
+200
282
$2.02K ﹤0.01%
146
+2
283
$2.01K ﹤0.01%
212
+72
284
$1.99K ﹤0.01%
+43
285
$1.93K ﹤0.01%
52
+1
286
$1.92K ﹤0.01%
51
287
$1.91K ﹤0.01%
+10
288
$1.9K ﹤0.01%
72
-524
289
$1.84K ﹤0.01%
126
+3
290
$1.81K ﹤0.01%
285
+7
291
$1.79K ﹤0.01%
+21
292
$1.77K ﹤0.01%
+64
293
$1.72K ﹤0.01%
+11
294
$1.72K ﹤0.01%
+4
295
$1.68K ﹤0.01%
+48
296
$1.63K ﹤0.01%
+11
297
$1.6K ﹤0.01%
+5
298
$1.5K ﹤0.01%
+5
299
$1.5K ﹤0.01%
+7
300
$1.49K ﹤0.01%
62