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
301
$1.43K ﹤0.01%
48
302
$1.36K ﹤0.01%
+30
303
$1.36K ﹤0.01%
+10
304
$1.31K ﹤0.01%
18
-5
305
$1.3K ﹤0.01%
+11
306
$1.26K ﹤0.01%
+30
307
$1.25K ﹤0.01%
+20
308
$1.21K ﹤0.01%
+24
309
$1.2K ﹤0.01%
12
310
$1.16K ﹤0.01%
+4
311
$1.11K ﹤0.01%
+35
312
$994 ﹤0.01%
+124
313
$986 ﹤0.01%
+4
314
$971 ﹤0.01%
+5
315
$960 ﹤0.01%
+4
316
$960 ﹤0.01%
+15
317
$940 ﹤0.01%
1,404
318
$877 ﹤0.01%
+60
319
$853 ﹤0.01%
+28
320
$828 ﹤0.01%
129
321
$796 ﹤0.01%
+102
322
$769 ﹤0.01%
63
323
$748 ﹤0.01%
+24
324
$748 ﹤0.01%
+25
325
$698 ﹤0.01%
+10
11 12
13
14 15