LSA

Lansing Street Advisors Portfolio holdings

AUM $389M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.96M
3
+$1.59M
4
COLO
Global X MSCI Colombia ETF
COLO
+$1.37M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.33M

Top Sells

1
+$4.79M
2
+$3.35M
3
+$2.42M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 3.69%
3 Financials 3.04%
4 Healthcare 1.94%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.9%
57,932
+4,904
27
$3M 0.89%
14,608
-95
28
$2.44M 0.73%
13,850
+3,492
29
$2.11M 0.63%
15,800
+22
30
$1.91M 0.57%
38,938
+27,067
31
$1.86M 0.55%
63,381
+780
32
$1.86M 0.55%
13,182
+682
33
$1.83M 0.55%
10,761
34
$1.68M 0.5%
17,892
-3,033
35
$1.62M 0.48%
15,477
-10,401
36
$1.6M 0.48%
+51,010
37
$1.53M 0.45%
7,424
38
$1.5M 0.45%
37,230
+7,627
39
$1.44M 0.43%
43,529
+3,355
40
$1.44M 0.43%
+48,419
41
$1.42M 0.42%
10,458
-10,159
42
$1.42M 0.42%
4,293
+1,617
43
$1.4M 0.42%
1,793
+349
44
$1.38M 0.41%
6,275
+2,055
45
$1.36M 0.41%
4,215
+9
46
$1.29M 0.38%
48,411
-834
47
$1.27M 0.38%
8,064
+3,395
48
$1.25M 0.37%
1,696
+849
49
$1.23M 0.37%
+42,623
50
$1.21M 0.36%
4,150
+1,450
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