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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$5.15M
3 +$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1 +$5.42M
2 +$4.25M
3 +$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$183K 0.11%
+4,088
77
$179K 0.1%
1,555
+10
78
$179K 0.1%
3,414
+75
79
$178K 0.1%
4,680
80
$178K 0.1%
990
+4
81
$163K 0.09%
6,796
-186
82
$161K 0.09%
8,729
+57
83
$160K 0.09%
2,097
-356
84
$158K 0.09%
552
85
$151K 0.09%
328
+2
86
$150K 0.09%
573
87
$150K 0.09%
9,373
+97
88
$144K 0.08%
435
-89
89
$142K 0.08%
598
+70
90
$142K 0.08%
1,640
+560
91
$133K 0.08%
+1,396
92
$131K 0.08%
1,765
+6
93
$130K 0.08%
996
-200
94
$120K 0.07%
6,225
+25
95
$115K 0.07%
4,421
+66
96
$114K 0.07%
1,172
+13
97
$111K 0.06%
2,411
-73
98
$111K 0.06%
417
+1
99
$110K 0.06%
13,667
+109
100
$110K 0.06%
1,006
+2