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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.15M
3
+$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1
+$5.42M
2
+$4.25M
3
+$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.35%
12,828
52
$583K 0.34%
4,326
+13
53
$557K 0.32%
5,194
-1,150
54
$539K 0.31%
18,774
+167
55
$531K 0.31%
3,836
-1,602
56
$453K 0.26%
4,676
+317
57
$449K 0.26%
3,940
58
$419K 0.24%
11,432
-1,676
59
$381K 0.22%
1,714
-1,588
60
$349K 0.2%
10,500
+128
61
$337K 0.2%
9,786
+76
62
$320K 0.19%
4,153
+130
63
$307K 0.18%
639
+1
64
$301K 0.17%
643
+1
65
$282K 0.16%
5,453
-631
66
$267K 0.15%
1,426
+1,171
67
$264K 0.15%
6,478
+872
68
$244K 0.14%
5,660
+5,540
69
$242K 0.14%
4,556
70
$223K 0.13%
+5,205
71
$222K 0.13%
2,051
+20
72
$216K 0.13%
2,163
73
$214K 0.12%
6,377
+39
74
$207K 0.12%
1,440
-220
75
$186K 0.11%
4,047
+4,017
1 2
3
4 5