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
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.48M
3
+$1.65M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M

Top Sells

1
+$1.75M
2
+$863K
3
+$605K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$602K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$516K

Sector Composition

1 Consumer Discretionary 11.45%
2 Technology 3.25%
3 Financials 2.76%
4 Healthcare 2.08%
5 Industrials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.94%
20,617
+76
27
$2.73M 0.91%
25,878
+8,078
28
$2.48M 0.83%
+53,028
29
$2.42M 0.81%
27,445
-47
30
$1.93M 0.65%
20,925
+111
31
$1.82M 0.61%
15,778
+29
32
$1.64M 0.55%
62,601
+161
33
$1.6M 0.54%
10,358
+1,583
34
$1.46M 0.49%
12,500
+115
35
$1.44M 0.48%
7,424
-192
36
$1.39M 0.47%
13,609
-684
37
$1.37M 0.46%
40,174
+24,444
38
$1.34M 0.45%
49,245
+22,263
39
$1.28M 0.43%
27,336
+7,326
40
$1.26M 0.42%
10,761
41
$1.23M 0.41%
3,938
+1,371
42
$1.19M 0.4%
1,444
+132
43
$1.18M 0.39%
20,189
+15
44
$1.09M 0.36%
21,297
-62
45
$1.06M 0.36%
23,054
+14,250
46
$1.05M 0.35%
10,049
-1,779
47
$1.04M 0.35%
29,603
-3,400
48
$1.01M 0.34%
2,752
-36
49
$977K 0.33%
23,413
+39
50
$965K 0.32%
5,820
+154
1
2
3 4 5