LSA

Lansing Street Advisors Portfolio holdings

AUM $396M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$4.31M
3
+$3.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.54M

Top Sells

1
+$3.59M
2
+$3.57M
3
+$2.3M
4
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$1.44M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M

Sector Composition

1 Consumer Discretionary 8.59%
2 Technology 4.33%
3 Financials 2.74%
4 Healthcare 2.34%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.94%
14,542
+692
27
$3.13M 0.83%
70,743
+33,513
28
$2.05M 0.55%
15,800
29
$2.03M 0.54%
12,749
-433
30
$2.01M 0.53%
10,769
+2,705
31
$2M 0.53%
18,799
+3,322
32
$2M 0.53%
63,758
+377
33
$1.87M 0.5%
+18,190
34
$1.86M 0.49%
8,761
-2,000
35
$1.8M 0.48%
+5,069
36
$1.8M 0.48%
+547,038
37
$1.78M 0.47%
4,010
+1,600
38
$1.65M 0.44%
49,976
-1,034
39
$1.64M 0.44%
16,524
-1,368
40
$1.6M 0.42%
48,726
+307
41
$1.56M 0.41%
+29,308
42
$1.51M 0.4%
6,965
-459
43
$1.5M 0.4%
30,498
+5,729
44
$1.44M 0.38%
33,916
+9,669
45
$1.42M 0.38%
1,927
+231
46
$1.41M 0.37%
1,851
+58
47
$1.4M 0.37%
4,244
+29
48
$1.38M 0.37%
27,599
-11,339
49
$1.35M 0.36%
6,141
-134
50
$1.33M 0.35%
12,009
-33,792
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