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
26
$1.27M 0.87%
58,776
+500
27
$1.27M 0.87%
+32,563
28
$1.24M 0.85%
+12,278
29
$1.16M 0.79%
23,905
+945
30
$1.1M 0.75%
4,571
+108
31
$1.05M 0.72%
3,330
+21
32
$1.03M 0.71%
7,638
-9,092
33
$1.03M 0.71%
10,881
+102
34
$1.02M 0.7%
19,852
+1,420
35
$982K 0.67%
6,076
+132
36
$976K 0.67%
10,061
+2,078
37
$971K 0.67%
11,425
+115
38
$945K 0.65%
5,571
-1,767
39
$898K 0.62%
+8,144
40
$842K 0.58%
16,739
-6,347
41
$827K 0.57%
3,149
+742
42
$800K 0.55%
13,423
+123
43
$732K 0.5%
4,144
+83
44
$726K 0.5%
11,066
-8,279
45
$715K 0.49%
15,396
+49
46
$675K 0.46%
9,701
47
$628K 0.43%
13,668
+7,029
48
$613K 0.42%
18,513
+1,738
49
$576K 0.39%
20,892
+11,589
50
$544K 0.37%
16,918
+7,437
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