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
$240M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.54M
3
+$1.02M
4
VUG icon
Vanguard Growth ETF
VUG
+$954K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$915K

Top Sells

1
+$325K
2
+$257K
3
+$234K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$213K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$211K

Sector Composition

1 Consumer Discretionary 13.84%
2 Technology 3.25%
3 Financials 1.92%
4 Healthcare 1.71%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.15%
1,780
+615
77
$350K 0.15%
6,396
-157
78
$348K 0.15%
12,450
+454
79
$304K 0.13%
+7,214
80
$286K 0.12%
3,115
-493
81
$278K 0.12%
8,147
+1,569
82
$260K 0.11%
6,307
+303
83
$255K 0.11%
3,771
+239
84
$253K 0.11%
+1,590
85
$253K 0.11%
1,532
+47
86
$251K 0.1%
1,454
+229
87
$245K 0.1%
2,437
+74
88
$233K 0.1%
+1,450
89
$233K 0.1%
5,430
+544
90
$232K 0.1%
+1,798
91
$230K 0.1%
1,077
+51
92
$224K 0.09%
3,527
+117
93
$221K 0.09%
+1,785
94
$220K 0.09%
+258
95
$217K 0.09%
+1,315
96
$212K 0.09%
8,163
97
$210K 0.09%
+1,826
98
$210K 0.09%
2,114
+99
99
$209K 0.09%
+1,076
100
$209K 0.09%
864
-5
1 2 3
4
5