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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.9M
3
+$9.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Healthcare 4.32%
3 Financials 3.03%
4 Technology 1.74%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.02%
+9,861
27
$1.42M 0.91%
+57,596
28
$1.33M 0.85%
+4,482
29
$1.24M 0.79%
+24,587
30
$1.18M 0.75%
+22,695
31
$1.17M 0.75%
+9,632
32
$1.13M 0.72%
+8,499
33
$1.12M 0.71%
+10,667
34
$1.1M 0.7%
+7,344
35
$1.02M 0.65%
+3,268
36
$1M 0.64%
+18,139
37
$958K 0.61%
+5,476
38
$934K 0.59%
+11,113
39
$918K 0.58%
+11,093
40
$913K 0.58%
+5,821
41
$898K 0.57%
+8,617
42
$792K 0.5%
+5,940
43
$743K 0.47%
+11,011
44
$708K 0.45%
+3,888
45
$677K 0.43%
+30,977
46
$672K 0.43%
+29,464
47
$661K 0.42%
+16,668
48
$525K 0.33%
+27,818
49
$521K 0.33%
+8,797
50
$498K 0.32%
+16,984
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