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
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.11M
3
+$1.72M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.48M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.23M

Sector Composition

1 Consumer Discretionary 15.41%
2 Healthcare 5.3%
3 Financials 3.63%
4 Technology 1.87%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.36%
5,921
+61
52
$490K 0.34%
4,300
-712
53
$475K 0.33%
3,658
+1,400
54
$471K 0.32%
9,101
+153
55
$441K 0.3%
20,147
+988
56
$440K 0.3%
5,897
-3,818
57
$414K 0.28%
9,874
+562
58
$374K 0.26%
4,345
59
$350K 0.24%
8,890
-3,446
60
$343K 0.24%
10,048
+83
61
$342K 0.23%
+3,988
62
$337K 0.23%
636
+26
63
$331K 0.23%
1,243
+2
64
$318K 0.22%
2,375
-577
65
$316K 0.22%
8,723
66
$296K 0.2%
9,609
+133
67
$292K 0.2%
7,702
-9,530
68
$282K 0.19%
2,540
-1,301
69
$272K 0.19%
8,302
-4,900
70
$270K 0.18%
5,482
71
$264K 0.18%
8,619
+49
72
$257K 0.18%
6,582
+1,006
73
$256K 0.18%
3,960
+20
74
$246K 0.17%
+1,757
75
$239K 0.16%
3,062
-810
1 2
3
4 5