LSA

Lansing Street Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
State Street Health Care Select Sector SPDR ETF
XLV
+$1.48M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
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
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+6
333
$507 ﹤0.01%
20
334
$488 ﹤0.01%
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335
$469 ﹤0.01%
15
336
$440 ﹤0.01%
9
337
$435 ﹤0.01%
25
338
$408 ﹤0.01%
+7
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$372 ﹤0.01%
+33
340
$359 ﹤0.01%
15
341
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+46
342
$325 ﹤0.01%
4
343
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$155 ﹤0.01%
4
345
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6
-59
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$87 ﹤0.01%
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348
$73 ﹤0.01%
1
349
$66 ﹤0.01%
3
350
$61 ﹤0.01%
3
12 13
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15 16