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
$129M
AUM Growth
+$804K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.83M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$846K

Top Sells

1
+$3.34M
2
+$2.23M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
GLD icon
SPDR Gold Trust
GLD
+$493K

Sector Composition

1 Consumer Discretionary 16.56%
2 Healthcare 4.83%
3 Financials 3.57%
4 Technology 1.6%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.17%
8,570
+80
77
$212K 0.16%
4,863
+1,082
78
$205K 0.16%
633
79
$203K 0.16%
5,576
+2,911
80
$187K 0.14%
+2,148
81
$179K 0.14%
6,262
+36
82
$166K 0.13%
6,896
-2,152
83
$162K 0.13%
3,390
-1,569
84
$162K 0.13%
4,064
+82
85
$161K 0.12%
7,436
86
$152K 0.12%
573
-549
87
$151K 0.12%
+510
88
$150K 0.12%
9,008
-16,159
89
$150K 0.12%
1,576
+11
90
$148K 0.11%
954
+3
91
$144K 0.11%
3,324
+12
92
$137K 0.11%
1,747
+5
93
$131K 0.1%
2,305
94
$111K 0.09%
1,085
+8
95
$110K 0.09%
2,449
-1,683
96
$109K 0.08%
884
+6
97
$105K 0.08%
1,779
+10
98
$105K 0.08%
6,087
99
$103K 0.08%
911
+809
100
$97K 0.08%
1,000
+1
2 3
4
5 6