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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.9M
3
+$9.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Healthcare 4.32%
3 Financials 3.03%
4 Technology 1.74%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.29%
+1,794
52
$448K 0.29%
+2,471
53
$432K 0.28%
+3,236
54
$420K 0.27%
+5,214
55
$409K 0.26%
+2,867
56
$398K 0.25%
+3,940
57
$397K 0.25%
+1,138
58
$395K 0.25%
+2,324
59
$366K 0.23%
+6,800
60
$358K 0.23%
+10,279
61
$358K 0.23%
+6,200
62
$351K 0.22%
+8,652
63
$337K 0.21%
+8,723
64
$332K 0.21%
+608
65
$323K 0.21%
+15,554
66
$317K 0.2%
+771
67
$308K 0.2%
+10,681
68
$308K 0.2%
+3,513
69
$304K 0.19%
+6,146
70
$301K 0.19%
+8,315
71
$294K 0.19%
+7,039
72
$293K 0.19%
+8,174
73
$283K 0.18%
+5,772
74
$276K 0.18%
+9,767
75
$274K 0.17%
+4,945
1 2
3
4 5