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
326
$678 ﹤0.01%
+5
327
$653 ﹤0.01%
100
328
$652 ﹤0.01%
+2
329
$648 ﹤0.01%
+5
330
$635 ﹤0.01%
+5
331
$596 ﹤0.01%
+92
332
$570 ﹤0.01%
+6
333
$507 ﹤0.01%
20
334
$488 ﹤0.01%
+13
335
$469 ﹤0.01%
15
336
$440 ﹤0.01%
9
337
$435 ﹤0.01%
25
338
$408 ﹤0.01%
+7
339
$372 ﹤0.01%
+33
340
$359 ﹤0.01%
15
341
$343 ﹤0.01%
+46
342
$325 ﹤0.01%
4
343
$200 ﹤0.01%
+4
344
$155 ﹤0.01%
4
345
$108 ﹤0.01%
+7
346
$102 ﹤0.01%
6
-59
347
$87 ﹤0.01%
7
348
$73 ﹤0.01%
1
349
$66 ﹤0.01%
3
350
$61 ﹤0.01%
3
12 13
14
15 16