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
$191M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$14.6M
3 +$13.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.46M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.2%
2 Technology 1.82%
3 Financials 1.73%
4 Healthcare 1.21%
5 Communication Services 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.12%
+4,616
77
$231K 0.12%
+4,626
78
$224K 0.12%
+6,450
79
$222K 0.12%
+1,880
80
$208K 0.11%
+896