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
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.11M
3
+$1.72M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.48M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.23M

Sector Composition

1 Consumer Discretionary 15.41%
2 Healthcare 5.3%
3 Financials 3.63%
4 Technology 1.87%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.16%
3,149
+2,469
77
$234K 0.16%
641
+8
78
$223K 0.15%
+1,057
79
$212K 0.15%
2,148
80
$206K 0.14%
2,107
+1,645
81
$204K 0.14%
9,466
-8,572
82
$204K 0.14%
+1,660
83
$195K 0.13%
6,298
+36
84
$194K 0.13%
953
+805
85
$189K 0.13%
1,792
+707
86
$180K 0.12%
4,093
+29
87
$172K 0.12%
1,591
+15
88
$172K 0.12%
8,672
+8,665
89
$170K 0.12%
1,676
+1,155
90
$168K 0.11%
6,948
+52
91
$163K 0.11%
+522
92
$162K 0.11%
983
+29
93
$159K 0.11%
3,366
+42
94
$158K 0.11%
13,558
+10,776
95
$156K 0.11%
321
+193
96
$154K 0.11%
9,142
+134
97
$153K 0.1%
+4,055
98
$149K 0.1%
1,778
+31
99
$146K 0.1%
+1,887
100
$146K 0.1%
2,435
+2,362
2 3
4
5 6