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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.15M
3
+$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1
+$5.42M
2
+$4.25M
3
+$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.9%
24,387
+1,398
27
$1.54M 0.89%
4,510
+8
28
$1.39M 0.81%
59,658
+772
29
$1.33M 0.77%
12,373
+41
30
$1.25M 0.73%
23,975
+65
31
$1.25M 0.72%
52,468
+8,148
32
$1.22M 0.71%
28,218
+136
33
$1.19M 0.69%
15,688
-56,206
34
$1.1M 0.64%
4,511
-1,999
35
$1.1M 0.64%
11,034
+39
36
$991K 0.57%
11,604
+108
37
$941K 0.55%
2,546
+1,300
38
$935K 0.54%
14,789
+231
39
$909K 0.53%
59,095
-352,150
40
$867K 0.5%
15,484
+46
41
$862K 0.5%
11,394
-18,796
42
$814K 0.47%
2,877
+1,518
43
$801K 0.46%
2,577
+15
44
$791K 0.46%
10,907
+215
45
$743K 0.43%
23,697
+80
46
$737K 0.43%
9,808
+63
47
$716K 0.42%
3,692
+32
48
$709K 0.41%
5,921
49
$695K 0.4%
4,197
+31
50
$640K 0.37%
18,500
-951
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