LSA

Lansing Street Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.48M
3
+$1.65M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M

Top Sells

1
+$1.75M
2
+$863K
3
+$605K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$602K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$516K

Sector Composition

1 Consumer Discretionary 11.45%
2 Technology 3.25%
3 Financials 2.76%
4 Healthcare 2.08%
5 Industrials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$965K 0.32%
19,373
+11,724
52
$934K 0.31%
10,117
+33
53
$927K 0.31%
+10,899
54
$889K 0.3%
+25,180
55
$880K 0.29%
2,676
+741
56
$873K 0.29%
11,653
+4,199
57
$848K 0.28%
4,206
-3
58
$842K 0.28%
+19,835
59
$832K 0.28%
10,179
+2,137
60
$831K 0.28%
13,630
-757
61
$815K 0.27%
2,700
+811
62
$810K 0.27%
4,008
+10
63
$803K 0.27%
4,220
+827
64
$702K 0.23%
13,715
+96
65
$652K 0.22%
2,406
+812
66
$589K 0.2%
11,871
-4,115
67
$582K 0.19%
2,909
+468
68
$578K 0.19%
12,538
+38
69
$568K 0.19%
9,758
+2,638
70
$563K 0.19%
2,296
+14
71
$559K 0.19%
+11,881
72
$534K 0.18%
5,196
+386
73
$529K 0.18%
+6,489
74
$518K 0.17%
548
+128
75
$508K 0.17%
1,959
+42
1 2
3
4 5