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
$287M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.99M
3
+$1.87M
4
VTV icon
Vanguard Value ETF
VTV
+$1.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.54M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$836K
4
PM icon
Philip Morris
PM
+$507K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$501K

Sector Composition

1 Consumer Discretionary 12.51%
2 Technology 3.69%
3 Financials 2.93%
4 Healthcare 1.73%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.16%
2,588
+8
77
$460K 0.16%
1,594
78
$455K 0.16%
+724
79
$440K 0.15%
8,804
-151
80
$439K 0.15%
3,268
+545
81
$432K 0.15%
7,323
-1,490
82
$423K 0.15%
2,221
+47
83
$418K 0.15%
3,885
+2,115
84
$408K 0.14%
4,104
+279
85
$407K 0.14%
2,441
+485
86
$388K 0.14%
766
+27
87
$385K 0.13%
420
+81
88
$380K 0.13%
+6,296
89
$376K 0.13%
4,610
+10
90
$375K 0.13%
1,619
+91
91
$371K 0.13%
4,104
+188
92
$371K 0.13%
7,120
+584
93
$370K 0.13%
+7,649
94
$356K 0.12%
4,078
+947
95
$336K 0.12%
1,528
+25
96
$306K 0.11%
586
+103
97
$286K 0.1%
2,472
+11
98
$276K 0.1%
990
+153
99
$264K 0.09%
734
+150
100
$259K 0.09%
453
+4
2 3
4
5 6