LSA
Lansing Street Advisors Portfolio holdings
AUM
$336M
This Quarter Return
+2.05%
1 Year Return
+13.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+7.8%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
13.53%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
110
New
11
Increased
65
Reduced
24
Closed
5
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$18.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.31M |
| 3 |
Apple
AAPL
|
$1.54M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.02M |
| 5 |
Vanguard Growth ETF
VUG
|
$954K |
Top Sells
| 1 |
Cisco
CSCO
|
$325K |
| 2 |
WSFS Financial
WSFS
|
$257K |
| 3 |
Weyerhaeuser
WY
|
$234K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$213K |
| 5 |
VanEck Pharmaceutical ETF
PPH
|
$211K |
Sector Composition
| 1 | Consumer Discretionary | 13.84% |
| 2 | Technology | 3.25% |
| 3 | Financials | 1.92% |
| 4 | Healthcare | 1.71% |
| 5 | Communication Services | 1.14% |
