LSA

Lansing Street Advisors Portfolio holdings

AUM $396M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$4.31M
3
+$3.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.54M

Top Sells

1
+$3.59M
2
+$3.57M
3
+$2.3M
4
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$1.44M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M

Sector Composition

1 Consumer Discretionary 8.59%
2 Technology 4.33%
3 Financials 2.74%
4 Healthcare 2.34%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.35%
4,588
+295
52
$1.32M 0.35%
42,623
53
$1.32M 0.35%
25,546
+1,481
54
$1.28M 0.34%
9,171
-1,287
55
$1.27M 0.34%
22,117
-149
56
$1.26M 0.33%
4,440
+290
57
$1.25M 0.33%
12,223
-108
58
$1.24M 0.33%
18,972
+21
59
$1.2M 0.32%
10,120
-100
60
$1.19M 0.31%
2,928
+69
61
$1.18M 0.31%
1,271
+85
62
$1.13M 0.3%
6,099
+297
63
$1.13M 0.3%
20,947
+2,728
64
$1.11M 0.29%
3,937
+54
65
$1.03M 0.27%
4,026
+10
66
$1.02M 0.27%
10,177
+32
67
$969K 0.26%
3,978
+1,793
68
$947K 0.25%
10,139
69
$945K 0.25%
30,001
+4,035
70
$937K 0.25%
16,942
+51
71
$902K 0.24%
2,996
-467
72
$885K 0.23%
+12,198
73
$863K 0.23%
15,248
-42,684
74
$853K 0.23%
5,274
+177
75
$812K 0.22%
2,576
+250
1 2
3
4 5